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Apella Capital’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Apella Capital’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 		$1M Sell
15,336
-731
-5% -$46.8K 0.01% 373
2026
Q1 		$1.06M Sell
16,067
-608
-4% -$39.8K 0.02% 350
2025
Q4 		$1.05M Buy
+16,675
New +$1.07M 0.02% 275

Other funds holding CGW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Apella Capital's CGW Position: Q2 2026 in Review

Apella Capital reduced its Invesco S&P Global Water Index ETF (CGW) stake by 4.5% in Q2 2026, selling an estimated $46.8K and leaving 15,336 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #373.

Apella Capital first reported a position in CGW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q1 2026. 220 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

  • Apella Capital held 15,336 shares of Invesco S&P Global Water Index ETF worth $1M as of Q2 2026.
  • Apella Capital sold 731 Invesco S&P Global Water Index ETF shares in Q2 2026, an estimated $46.8K.
  • Invesco S&P Global Water Index ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #373 holding.
  • Apella Capital first reported a position in Invesco S&P Global Water Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Apella Capital's Invesco S&P Global Water Index ETF position peaked at $1.06M in Q1 2026.
  • 220 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.