SMA
CGW icon

Sage Mountain Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Sage Mountain 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 		$9.4K Hold
147
– – ﹤0.01% 275
2025
Q4 		$9.26K Hold
147
– – ﹤0.01% 554
2025
Q3 		$9.44K Hold
147
– – ﹤0.01% 543
2025
Q2 		$9.19K Hold
147
– – ﹤0.01% 486
2025
Q1 		$8.19K Hold
147
– – ﹤0.01% 483
2024
Q4 		$7.97K Hold
147
– – ﹤0.01% 468
2024
Q3 		$9K Hold
147
– – ﹤0.01% 475
2024
Q2 		$8.13K Hold
147
– – ﹤0.01% 414
2024
Q1 		$8.16K Hold
147
– – ﹤0.01% 396
2023
Q4 		$7.79K Hold
147
– – ﹤0.01% 338
2023
Q3 		$6.84K Hold
147
– – ﹤0.01% 337
2023
Q2 		$7.56K Hold
147
– – ﹤0.01% 328
2023
Q1 		$7.33K Hold
147
– – ﹤0.01% 312
2022
Q4 		$6.85K Hold
147
– – ﹤0.01% 273
2022
Q3 		$6K Hold
147
– – ﹤0.01% 359
2022
Q2 		$6K Hold
147
– – ﹤0.01% 592
2022
Q1 		$8K Hold
147
– – ﹤0.01% 607
2021
Q4 		$9K Hold
147
– – ﹤0.01% 671
2021
Q3 		$8K Buy
+147
New +$8.44K ﹤0.01% 567

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