PWA
CGW icon

Phoenix Wealth Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Phoenix Wealth Advisors’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 		$941K Buy
+14,718
New +$964K 0.37% 55
2025
Q4 		– Sell
-15,231
Closed -$978K – 128
2025
Q3 		$978K Buy
15,231
+30
+0.2% +$1.9K 0.38% 54
2025
Q2 		$950K Sell
15,201
-199
-1% -$11.7K 0.4% 58
2025
Q1 		$858K Buy
15,400
+161
+1% +$8.88K 0.37% 57
2024
Q4 		$826K Buy
15,239
+41
+0.3% +$2.4K 0.36% 57
2024
Q3 		$930K Buy
15,198
+111
+0.7% +$6.5K 0.43% 52
2024
Q2 		$834K Sell
15,087
-148
-1% -$8.33K 0.42% 53
2024
Q1 		$846K Buy
15,235
+8,194
+116% +$433K 0.52% 50
2023
Q4 		$369K Buy
7,041
+691
+11% +$33.7K 0.26% 74
2023
Q3 		$295K Buy
6,350
+100
+2% +$5.03K 0.17% 86
2023
Q2 		$321K Buy
+6,250
New +$313K 0.19% 79

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