Resurgent Financial Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Resurgent Financial 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
2024 Q1	–	Sell	-4,148	Closed	-$220K	–	245
2023 Q4	$220K	Sell	4,148 -22	-0.5%	-$1.07K	0.14%	155
2023 Q3	$194K	Buy	4,170 +335	+9%	+$16.8K	0.13%	151
2023 Q2	$197K	Buy	3,835 +451	+13%	+$22.6K	0.13%	146
2023 Q1	$169K	Buy	3,384 +678	+25%	+$33.3K	0.11%	167
2022 Q4	$126K	Buy	+2,706	New	+$125K	0.07%	271

Other funds holding CGW

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Resurgent Financial Advisors's CGW Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Invesco S&P Global Water Index ETF (CGW) in Q1 2024, closing a stake of 4,148 shares — an estimated $220K sold.

Resurgent Financial Advisors first reported a position in CGW in Q4 2022 and held it in 5 quarters. The position peaked at $220K in Q4 2023. 187 funds tracked by Wall St. Rank hold CGW as of Q1 2024.

Resurgent Financial Advisors reported no remaining Invesco S&P Global Water Index ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 4,148 Invesco S&P Global Water Index ETF shares in Q1 2024, an estimated $220K.
Resurgent Financial Advisors first reported a position in Invesco S&P Global Water Index ETF in Q4 2022 and held it in 5 quarters.
Resurgent Financial Advisors's Invesco S&P Global Water Index ETF position peaked at $220K in Q4 2023.
187 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.