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

Sax 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
2025
Q4 		– Sell
-3,700
Closed -$238K – 493
2025
Q3 		$238K Buy
+3,700
New +$234K 0.01% 396

Other funds holding CGW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sax Wealth Advisors's CGW Position: Q4 2025 in Review

Sax Wealth Advisors sold out of Invesco S&P Global Water Index ETF (CGW) in Q4 2025, closing a stake of 3,700 shares — an estimated $238K sold.

Sax Wealth Advisors first reported a position in CGW in Q3 2025 and held it in 1 quarter. The position peaked at $238K in Q3 2025. 207 funds tracked by Wall St. Rank hold CGW as of Q4 2025.

  • Sax Wealth Advisors reported no remaining Invesco S&P Global Water Index ETF position as of Q4 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 3,700 Invesco S&P Global Water Index ETF shares in Q4 2025, an estimated $238K.
  • Sax Wealth Advisors first reported a position in Invesco S&P Global Water Index ETF in Q3 2025 and held it in 1 quarter.
  • Sax Wealth Advisors's Invesco S&P Global Water Index ETF position peaked at $238K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q4 2025.

Based on Sax Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.