RWM
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Ruedi Wealth Management’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Ruedi Wealth Management’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
2023
Q2 		– Sell
-57
Closed -$2.84K – 228
2023
Q1 		$2.84K Hold
57
– – ﹤0.01% 212
2022
Q4 		$2.66K Buy
+57
New +$2.63K ﹤0.01% 202

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 $1.26B AUM 24.75% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 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
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ruedi Wealth Management's CGW Position: Q2 2023 in Review

Ruedi Wealth Management sold out of Invesco S&P Global Water Index ETF (CGW) in Q2 2023, closing a stake of 57 shares — an estimated $2.84K sold.

Ruedi Wealth Management first reported a position in CGW in Q4 2022 and held it in 2 quarters. The position peaked at $2.84K in Q1 2023. 174 funds tracked by Wall St. Rank hold CGW as of Q2 2023.

  • Ruedi Wealth Management reported no remaining Invesco S&P Global Water Index ETF position as of Q2 2023 after selling out during the quarter.
  • Ruedi Wealth Management sold 57 Invesco S&P Global Water Index ETF shares in Q2 2023, an estimated $2.84K.
  • Ruedi Wealth Management first reported a position in Invesco S&P Global Water Index ETF in Q4 2022 and held it in 2 quarters.
  • Ruedi Wealth Management's Invesco S&P Global Water Index ETF position peaked at $2.84K in Q1 2023.
  • 174 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2023.

Based on Ruedi Wealth Management's 13F filing for Q2 2023, filed 27 Jul 2023.