Wilbanks Smith & Thomas Asset Management’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024 Q1	$205K	Buy	+3,700	New	+$195K	0.01%	508

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

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

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

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's CGW Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management opened a new position in Invesco S&P Global Water Index ETF (CGW) in Q1 2024: 3,700 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #508 among its holdings.

187 funds tracked by Wall St. Rank hold CGW as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 3,700 shares of Invesco S&P Global Water Index ETF worth $205K as of Q1 2024.
Invesco S&P Global Water Index ETF was a new Wilbanks Smith & Thomas Asset Management position in Q1 2024.
Invesco S&P Global Water Index ETF made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #508 holding.
187 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.