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Legacy Wealth Partners (California)’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Legacy Wealth Partners (California)’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
2021
Q2 		$714K Buy
+13,316
New +$702K 0.4% 60

Other funds holding CGW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Legacy Wealth Partners (California)'s CGW Position: Q2 2021 in Review

Legacy Wealth Partners (California) opened a new position in Invesco S&P Global Water Index ETF (CGW) in Q2 2021: 13,316 shares worth $714K. The stake represents 0.4% of the portfolio and ranks #60 among its holdings.

137 funds tracked by Wall St. Rank hold CGW as of Q2 2021.

  • Legacy Wealth Partners (California) held 13,316 shares of Invesco S&P Global Water Index ETF worth $714K as of Q2 2021.
  • Invesco S&P Global Water Index ETF was a new Legacy Wealth Partners (California) position in Q2 2021.
  • Invesco S&P Global Water Index ETF made up 0.4% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #60 holding.
  • 137 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.