Action Point Financial Planning’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Action Point Financial Planning’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
2026 Q2	$1.33K	Buy	+20	New	+$1.28K	﹤0.01%	2393

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

TIC

TriCert Investment Counsel Waterloo $1.07B AUM

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

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

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

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

Action Point Financial Planning's CGW Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco S&P Global Water Index ETF (CGW) in Q2 2026: 20 shares worth $1.33K. The stake represents ﹤0.01% of the portfolio and ranks #2393 among its holdings.

218 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

Action Point Financial Planning held 20 shares of Invesco S&P Global Water Index ETF worth $1.33K as of Q2 2026.
Invesco S&P Global Water Index ETF was a new Action Point Financial Planning position in Q2 2026.
Invesco S&P Global Water Index ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2393 holding.
218 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.