MG
CGW icon

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

Mather 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 		$56.7K Buy
+886
New +$58K ﹤0.01% 1033
2025
Q4 		– Sell
-886
Closed -$56.9K – 818
2025
Q3 		$56.9K Buy
+886
New +$56.1K ﹤0.01% 881
2025
Q2 		– Sell
-886
Closed -$49.3K – 802
2025
Q1 		$49.3K Hold
886
– – ﹤0.01% 896
2024
Q4 		$48K Buy
886
+400
+82% +$23.4K ﹤0.01% 885
2024
Q3 		$29.7K Sell
486
-400
-45% -$23.4K ﹤0.01% 979
2024
Q2 		$49.2K Buy
886
+400
+82% +$22.5K ﹤0.01% 1003
2024
Q1 		$25.8K Buy
+486
New +$25.7K ﹤0.01% 1005

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 $1.1B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return