Sowa Financial Group’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Sowa Financial Group’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
2020 Q3	–	Sell	-74	Closed	-$3K	–	250
2020 Q2	$3K	Hold	74	–	–	﹤0.01%	297
2020 Q1	$2K	Hold	74	–	–	﹤0.01%	307
2019 Q4	$3K	Buy	+74	New	+$2.92K	﹤0.01%	304

Other funds holding CGW

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

CCA

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

WAM

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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

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

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Sowa Financial Group's CGW Position: Q3 2020 in Review

Sowa Financial Group sold out of Invesco S&P Global Water Index ETF (CGW) in Q3 2020, closing a stake of 74 shares — an estimated $3K sold.

Sowa Financial Group first reported a position in CGW in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2020. 115 funds tracked by Wall St. Rank hold CGW as of Q3 2020.

Sowa Financial Group reported no remaining Invesco S&P Global Water Index ETF position as of Q3 2020 after selling out during the quarter.
Sowa Financial Group sold 74 Invesco S&P Global Water Index ETF shares in Q3 2020, an estimated $3K.
Sowa Financial Group first reported a position in Invesco S&P Global Water Index ETF in Q4 2019 and held it in 3 quarters.
Sowa Financial Group's Invesco S&P Global Water Index ETF position peaked at $3K in Q2 2020.
115 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.