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Ares Financial Consulting’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Ares Financial Consulting’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 		$13K Buy
198
+27
+16% +$1.73K 0.01% 510
2026
Q1 		$11K Hold
171
– – 0.01% 524
2025
Q4 		$10.8K Buy
+171
New +$10.9K 0.01% 346

Other funds holding CGW

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Ares Financial Consulting's CGW Position: Q2 2026 in Review

Ares Financial Consulting increased its Invesco S&P Global Water Index ETF (CGW) stake by 16% in Q2 2026, buying an estimated $1.73K and bringing the position to 198 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #510.

Ares Financial Consulting first reported a position in CGW in Q4 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

  • Ares Financial Consulting held 198 shares of Invesco S&P Global Water Index ETF worth $13K as of Q2 2026.
  • Ares Financial Consulting bought 27 Invesco S&P Global Water Index ETF shares in Q2 2026, an estimated $1.73K.
  • Invesco S&P Global Water Index ETF made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #510 holding.
  • Ares Financial Consulting first reported a position in Invesco S&P Global Water Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.