Meridian Wealth Partners’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Meridian Wealth Partners’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
2020 Q2	–	Sell	-651	Closed	-$22K	–	203
2020 Q1	$22K	Hold	651	–	–	0.01%	168
2019 Q4	$27K	Buy	+651	New	+$25.7K	0.02%	174

Other funds holding CGW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meridian Wealth Partners's CGW Position: Q2 2020 in Review

Meridian Wealth Partners sold out of Invesco S&P Global Water Index ETF (CGW) in Q2 2020, closing a stake of 651 shares — an estimated $22K sold.

Meridian Wealth Partners first reported a position in CGW in Q4 2019 and held it in 2 quarters. The position peaked at $27K in Q4 2019. 108 funds tracked by Wall St. Rank hold CGW as of Q2 2020.

Meridian Wealth Partners reported no remaining Invesco S&P Global Water Index ETF position as of Q2 2020 after selling out during the quarter.
Meridian Wealth Partners sold 651 Invesco S&P Global Water Index ETF shares in Q2 2020, an estimated $22K.
Meridian Wealth Partners first reported a position in Invesco S&P Global Water Index ETF in Q4 2019 and held it in 2 quarters.
Meridian Wealth Partners's Invesco S&P Global Water Index ETF position peaked at $27K in Q4 2019.
108 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2020.

Based on Meridian Wealth Partners's 13F filing for Q2 2020, filed 12 Aug 2020.