LFG
CGW icon

Larson Financial Group’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Larson Financial Group’s Portfolio CGW Stock Details CGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$173K Sell
2,711
-2,347
-46% -$154K 0.01% 767
2025
Q4 		$319K Sell
5,058
-2,860
-36% -$183K 0.01% 590
2025
Q3 		$509K Sell
7,918
-859
-10% -$54.4K 0.02% 458
2025
Q2 		$549K Sell
8,777
-1,425
-14% -$84K 0.02% 410
2025
Q1 		$568K Sell
10,202
-518
-5% -$28.6K 0.03% 368
2024
Q4 		$581K Buy
10,720
+660
+7% +$38.7K 0.03% 321
2024
Q3 		$616K Buy
10,060
+8,514
+551% +$498K 0.03% 293
2024
Q2 		$85.5K Buy
+1,546
New +$87K 0.01% 688

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CCA
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UBS Group
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Bank of America
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WAM
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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return