TIM
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Tortoise Investment Management’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-1,800
Closed -$116K – 440
2025
Q3 		$116K Hold
1,800
– – 0.01% 286
2025
Q2 		$113K Hold
1,800
– – 0.01% 280
2025
Q1 		$100K Hold
1,800
– – 0.01% 287
2024
Q4 		$97.6K Hold
1,800
– – 0.01% 315
2024
Q3 		$110K Hold
1,800
– – 0.01% 303
2024
Q2 		$99.5K Hold
1,800
– – 0.01% 301
2024
Q1 		$100K Hold
1,800
– – 0.01% 296
2023
Q4 		$95.4K Hold
1,800
– – 0.01% 279
2023
Q3 		$83.7K Hold
1,800
– – 0.01% 287
2023
Q2 		$92.5K Hold
1,800
– – 0.01% 283
2023
Q1 		$89.7K Hold
1,800
– – 0.01% 275
2022
Q4 		$83.9K Hold
1,800
– – 0.01% 277
2022
Q3 		$74K Hold
1,800
– – 0.01% 272
2022
Q2 		$79K Buy
+1,800
New +$85.8K 0.02% 247

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return