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Mason & Associates (California)’s Global X Clean Water ETF AQWA Stock Holding History

Mason & Associates (California)’s Portfolio AQWA Stock Details AQWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-29,134
Closed -$542K – 162
2026
Q1 		$542K Buy
29,134
+153
+0.5% +$3.02K 0.11% 104
2025
Q4 		$544K Buy
+28,981
New +$560K 0.1% 102

Other funds holding AQWA

PJC
Phillip James Consulting Plymouth, Minnesota $150M AUM
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Mason & Associates (California)'s AQWA Position: Q2 2026 in Review

Mason & Associates (California) sold out of Global X Clean Water ETF (AQWA) in Q2 2026, closing a stake of 29,134 shares — an estimated $542K sold.

Mason & Associates (California) first reported a position in AQWA in Q4 2025 and held it in 2 quarters. The position peaked at $544K in Q4 2025. 7 funds tracked by Wall St. Rank hold AQWA as of Q2 2026.

  • Mason & Associates (California) reported no remaining Global X Clean Water ETF position as of Q2 2026 after selling out during the quarter.
  • Mason & Associates (California) sold 29,134 Global X Clean Water ETF shares in Q2 2026, an estimated $542K.
  • Mason & Associates (California) first reported a position in Global X Clean Water ETF in Q4 2025 and held it in 2 quarters.
  • Mason & Associates (California)'s Global X Clean Water ETF position peaked at $544K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Global X Clean Water ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.