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Cambria Investment Management’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Cambria Investment Management’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
Q1 		$2.68M Sell
41,868
-3,146
-7% -$206K 0.15% 155
2025
Q4 		$2.84M Buy
+45,014
New +$2.88M 0.17% 161

Other funds holding CGW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambria Investment Management's CGW Position: Q1 2026 in Review

Cambria Investment Management reduced its Invesco S&P Global Water Index ETF (CGW) stake by 7% in Q1 2026, selling an estimated $206K and leaving 41,868 shares worth $2.68M. The position accounts for 0.15% of the portfolio, ranked #155.

Cambria Investment Management first reported a position in CGW in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.84M in Q4 2025. 204 funds tracked by Wall St. Rank hold CGW as of Q1 2026.

  • Cambria Investment Management held 41,868 shares of Invesco S&P Global Water Index ETF worth $2.68M as of Q1 2026.
  • Cambria Investment Management sold 3,146 Invesco S&P Global Water Index ETF shares in Q1 2026, an estimated $206K.
  • Invesco S&P Global Water Index ETF made up 0.15% of Cambria Investment Management's portfolio in Q1 2026, its #155 holding.
  • Cambria Investment Management first reported a position in Invesco S&P Global Water Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Cambria Investment Management's Invesco S&P Global Water Index ETF position peaked at $2.84M in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.