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S&p Global Water Index Etf etf shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of S&p Global Water Index Etf etf (CGW) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in S&p Global Water Index Etf etf

Tip: Access up to 7 years of quarterly data

All positions including S&p Global Water Index Etf etf held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global Water Index Etf etf by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $174k 2.7k 64.24
2025-06-30 $170k 2.7k 62.50
2025-03-31 $151k 2.7k 55.69
2024-12-31 $114k 2.1k 54.20

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding S&p Global Water Index Etf etf

Morgan Stanley
Conservest Capital Advisors
UBS Group
Weatherly Asset Management
Goodman & Company, Investment Counsel
Polianta
Cetera Investment Advisers
Wells Fargo & Company
Ameriprise Financial
LPL Financial
Raymond James Financial
Cambridge Investment Research Advisors
Addison Advisors
Commonwealth Equity Services
Baron Financial Group

View all funds holding S&p Global Water Index Etf etf