Longview Asset Management (California)’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Longview Asset Management (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
2026 Q2	$70.3K	Hold	1,070	–	–	0.03%	71
2026 Q1	$68.4K	Hold	1,070	–	–	0.04%	69
2025 Q4	$67.4K	Hold	1,070	–	–	0.04%	71
2025 Q3	$68.7K	Hold	1,070	–	–	0.04%	71
2025 Q2	$66.9K	Hold	1,070	–	–	0.04%	58
2025 Q1	$59.6K	Hold	1,070	–	–	0.04%	60
2024 Q4	$58K	Buy	+1,070	New	+$62.7K	0.04%	63

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Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

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Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return