Resources Management Corp’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Resources Management Corp’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	$32K	Hold	500	–	–	﹤0.01%	281
2025 Q4	$32K	Hold	500	–	–	﹤0.01%	290
2025 Q3	$32K	Hold	500	–	–	﹤0.01%	278
2025 Q2	$31K	Hold	500	–	–	﹤0.01%	294
2025 Q1	$28K	Hold	500	–	–	﹤0.01%	306
2024 Q4	$27K	Sell	500 -500	-50%	-$29.3K	﹤0.01%	309
2024 Q3	$61K	Hold	1,000	–	–	0.01%	284
2024 Q2	$55K	Hold	1,000	–	–	0.01%	283
2024 Q1	$56K	Hold	1,000	–	–	0.01%	283
2023 Q4	$53K	Sell	1,000 -750	-43%	-$36.6K	0.01%	286
2023 Q3	$81K	Buy	+1,750	New	+$88K	0.01%	266

Other funds holding CGW

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return