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

Westside 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 Q3	–	Sell	-20	Closed	-$1.25K	–	1389
2025 Q2	$1.25K	Hold	20	–	–	﹤0.01%	1231
2025 Q1	$1.11K	Hold	20	–	–	﹤0.01%	926
2024 Q4	$1.08K	Buy	+20	New	+$1.17K	﹤0.01%	939
2018 Q4	$3.11K	Buy	+100	New	+$3.29K	﹤0.01%	600
2018 Q1	–	Sell	-100	Closed	-$3.59K	–	816
2017 Q4	$3.59K	Hold	100	–	–	﹤0.01%	726
2017 Q3	$3.48K	Buy	+100	New	+$3.35K	﹤0.01%	708

Other funds holding CGW

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WAM

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Westside Investment Management's CGW Position: Q3 2025 in Review

Westside Investment Management sold out of Invesco S&P Global Water Index ETF (CGW) in Q3 2025, closing a stake of 20 shares — an estimated $1.25K sold.

Westside Investment Management first reported a position in CGW in Q3 2017 and held it in 6 quarters. The position peaked at $3.59K in Q4 2017. 207 funds tracked by Wall St. Rank hold CGW as of Q3 2025.

Westside Investment Management reported no remaining Invesco S&P Global Water Index ETF position as of Q3 2025 after selling out during the quarter.
Westside Investment Management sold 20 Invesco S&P Global Water Index ETF shares in Q3 2025, an estimated $1.25K.
Westside Investment Management first reported a position in Invesco S&P Global Water Index ETF in Q3 2017 and held it in 6 quarters.
Westside Investment Management's Invesco S&P Global Water Index ETF position peaked at $3.59K in Q4 2017.
207 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q3 2025.

Based on Westside Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.