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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
Q3 		$1.04M Buy
16,406
+1,070
+7% +$69.3K 0.01% 392
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

BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital's CGW Position: Q3 2026 in Review

Apella Capital increased its Invesco S&P Global Water Index ETF (CGW) stake by 7% in Q3 2026, buying an estimated $69.3K and bringing the position to 16,406 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #392.

Apella Capital first reported a position in CGW in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q1 2026. 17 funds tracked by Wall St. Rank hold CGW as of Q3 2026.

  • Apella Capital held 16,406 shares of Invesco S&P Global Water Index ETF worth $1.04M as of Q3 2026.
  • Apella Capital bought 1,070 Invesco S&P Global Water Index ETF shares in Q3 2026, an estimated $69.3K.
  • Invesco S&P Global Water Index ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #392 holding.
  • Apella Capital first reported a position in Invesco S&P Global Water Index ETF in Q4 2025 and has held it in 4 quarters since.
  • Apella Capital's Invesco S&P Global Water Index ETF position peaked at $1.06M in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.