Bank of Montreal’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$359K Buy
5,622
+1,320
+31% +$86.5K ﹤0.01% 2556
2025
Q4
$273K Buy
4,302
+803
+23% +$51.4K ﹤0.01% 2652
2025
Q3
$225K Sell
3,499
-14
-0.4% -$886 ﹤0.01% 2706
2025
Q2
$218K Sell
3,513
-970
-22% -$57.2K ﹤0.01% 2763
2025
Q1
$250K Sell
4,483
-156
-3% -$8.61K ﹤0.01% 2607
2024
Q4
$251K Sell
4,639
-2,500
-35% -$147K ﹤0.01% 2644
2024
Q3
$436K Buy
7,139
+411
+6% +$24.1K ﹤0.01% 2514
2024
Q2
$383K Buy
6,728
+2,140
+47% +$120K ﹤0.01% 2585
2024
Q1
$255K Sell
4,588
-12,309
-73% -$650K ﹤0.01% 2883
2023
Q4
$901K Buy
16,897
+11,298
+202% +$551K ﹤0.01% 2111
2023
Q3
$277K Sell
5,599
-50,539
-90% -$2.54M ﹤0.01% 2867
2023
Q2
$2.92M Buy
56,138
+50,369
+873% +$2.52M ﹤0.01% 1609
2023
Q1
$291K Buy
5,769
+1,287
+29% +$63.1K ﹤0.01% 2801
2022
Q4
$213K Hold
4,482
﹤0.01% 3121
2022
Q3
$208 Sell
4,482
-33
-0.7% -$1.53K ﹤0.01% 3184
2022
Q2
$203 Sell
4,515
-188
-4% -$8.96K ﹤0.01% 3263
2022
Q1
$250K Sell
4,703
-17,469
-79% -$928K ﹤0.01% 3301
2021
Q4
$1.34M Buy
22,172
+19,255
+660% +$1.14M ﹤0.01% 1787
2021
Q3
$172K Sell
2,917
-405
-12% -$23.3K ﹤0.01% 3359
2021
Q2
$179K Buy
3,322
+1,872
+129% +$98.7K ﹤0.01% 3237
2021
Q1
$73K Hold
1,450
﹤0.01% 3538
2020
Q4
$71K Sell
1,450
-306
-17% -$13.7K ﹤0.01% 3767
2020
Q3
$74K Sell
1,756
-394
-18% -$15.9K ﹤0.01% 3241
2020
Q2
$80K Hold
2,150
﹤0.01% 3195
2020
Q1
$69K Sell
2,150
-700
-25% -$27.5K ﹤0.01% 2762
2019
Q4
$117K Buy
2,850
+250
+10% +$9.88K ﹤0.01% 3419
2019
Q3
$99K Buy
2,600
+550
+27% +$20.5K ﹤0.01% 3303
2019
Q2
$76K Hold
2,050
﹤0.01% 3491
2019
Q1
$72K Hold
2,050
﹤0.01% 3207
2018
Q4
$64K Hold
2,050
﹤0.01% 3174
2018
Q3
$72K Hold
2,050
﹤0.01% 3237
2018
Q2
$68K Hold
2,050
﹤0.01% 3290
2018
Q1
$70K Sell
2,050
-633
-24% -$21.9K ﹤0.01% 3097
2017
Q4
$96K Sell
2,683
-7,367
-73% -$261K ﹤0.01% 3014
2017
Q3
$346K Buy
10,050
+9,000
+857% +$301K ﹤0.01% 2438
2017
Q2
$34K Sell
1,050
-2,570
-71% -$82.9K ﹤0.01% 3352
2017
Q1
$113K Sell
3,620
-293
-7% -$8.74K ﹤0.01% 2762
2016
Q4
$113K Buy
3,913
+1,050
+37% +$30.6K ﹤0.01% 2774
2016
Q3
$88K Buy
2,863
+293
+11% +$8.89K ﹤0.01% 2846
2016
Q2
$77K Hold
2,570
﹤0.01% 2903
2016
Q1
$72K Hold
2,570
﹤0.01% 2915
2015
Q4
$70K Sell
2,570
-3,337
-56% -$93.6K ﹤0.01% 2909
2015
Q3
$156K Buy
5,907
+2,674
+83% +$73.2K ﹤0.01% 2379
2015
Q2
$92K Sell
3,233
-2,189
-40% -$64.1K ﹤0.01% 2783
2015
Q1
$153K Sell
5,422
-24
-0.4% -$671 ﹤0.01% 2456
2014
Q4
$153K Sell
5,446
-4,301
-44% -$120K ﹤0.01% 2579
2014
Q3
$268K Sell
9,747
-9
-0.1% -$261 ﹤0.01% 2390
2014
Q2
$294K Buy
9,756
+1,162
+14% +$34.1K ﹤0.01% 2355
2014
Q1
$249K Buy
+8,594
New +$240K ﹤0.01% 2409

Other funds holding CGW

Bank of Montreal's CGW Position: Q1 2026 in Review

Bank of Montreal increased its Invesco S&P Global Water Index ETF (CGW) stake by 31% in Q1 2026, buying an estimated $86.5K and bringing the position to 5,622 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #2556.

Bank of Montreal first reported a position in CGW in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.92M in Q2 2023. 205 funds tracked by Wall St. Rank hold CGW as of Q1 2026.

  • Bank of Montreal held 5,622 shares of Invesco S&P Global Water Index ETF worth $359K as of Q1 2026.
  • Bank of Montreal bought 1,320 Invesco S&P Global Water Index ETF shares in Q1 2026, an estimated $86.5K.
  • Invesco S&P Global Water Index ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2556 holding.
  • Bank of Montreal first reported a position in Invesco S&P Global Water Index ETF in Q1 2014 and has held it in 49 quarters since.
  • Bank of Montreal's Invesco S&P Global Water Index ETF position peaked at $2.92M in Q2 2023.
  • 205 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.