Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Cambridge Investment Research Advisors’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 		$6.95M Sell
105,718
-6,030
-5% -$386K 0.02% 812
2026
Q1 		$7.14M Sell
111,748
-1,082
-1% -$70.9K 0.02% 771
2025
Q4 		$7.11M Buy
112,830
+3,603
+3% +$230K 0.02% 744
2025
Q3 		$7.02M Buy
109,227
+4,297
+4% +$272K 0.02% 729
2025
Q2 		$6.56M Sell
104,930
-796
-0.8% -$46.9K 0.02% 714
2025
Q1 		$5.89M Sell
105,726
-6,291
-6% -$347K 0.02% 718
2024
Q4 		$6.07M Buy
112,017
+1,168
+1% +$68.5K 0.02% 694
2024
Q3 		$6.78M Sell
110,849
-3,257
-3% -$191K 0.02% 650
2024
Q2 		$6.31M Buy
114,106
+2,709
+2% +$153K 0.02% 652
2024
Q1 		$6.19M Sell
111,397
-331
-0.3% -$17.5K 0.02% 638
2023
Q4 		$5.92M Sell
111,728
-4,932
-4% -$241K 0.03% 621
2023
Q3 		$5.43M Buy
116,660
+4,194
+4% +$211K 0.03% 611
2023
Q2 		$5.78M Buy
112,466
+1,769
+2% +$88.6K 0.03% 592
2023
Q1 		$5.52M Buy
110,697
+1,833
+2% +$89.9K 0.03% 585
2022
Q4 		$5.08M Sell
108,864
-5,543
-5% -$255K 0.03% 605
2022
Q3 		$4.7M Buy
114,407
+4,375
+4% +$202K 0.03% 599
2022
Q2 		$4.86M Buy
110,032
+1,816
+2% +$86.6K 0.03% 594
2022
Q1 		$5.67M Buy
108,216
+11,123
+11% +$591K 0.03% 577
2021
Q4 		$5.89M Buy
97,093
+6,003
+7% +$354K 0.03% 579
2021
Q3 		$5.09M Buy
91,090
+4,646
+5% +$267K 0.03% 601
2021
Q2 		$4.64M Buy
86,444
+4,256
+5% +$224K 0.02% 658
2021
Q1 		$4.04M Buy
82,188
+3,314
+4% +$161K 0.02% 658
2020
Q4 		$3.69M Buy
78,874
+4,460
+6% +$199K 0.02% 631
2020
Q3 		$3.08M Buy
74,414
+1,247
+2% +$50.2K 0.02% 612
2020
Q2 		$2.73M Sell
73,167
-3,063
-4% -$110K 0.02% 646
2020
Q1 		$2.53M Buy
76,230
+16,060
+27% +$632K 0.02% 571
2019
Q4 		$2.48M Buy
60,170
+32,440
+117% +$1.28M 0.02% 703
2019
Q3 		$1.06M Sell
27,730
-5,394
-16% -$201K 0.01% 1038
2019
Q2 		$1.24M Sell
33,124
-987
-3% -$35.5K 0.01% 927
2019
Q1 		$1.21M Sell
34,111
-2,020
-6% -$68.6K 0.01% 944
2018
Q4 		$1.13M Buy
36,131
+4,108
+13% +$135K 0.01% 867
2018
Q3 		$1.12M Buy
32,023
+1,182
+4% +$41.1K 0.01% 960
2018
Q2 		$1.03M Buy
30,841
+3,174
+11% +$108K 0.01% 954
2018
Q1 		$943K Buy
27,667
+6,246
+29% +$216K 0.01% 967
2017
Q4 		$761K Buy
21,421
+3,258
+18% +$115K 0.01% 1055
2017
Q3 		$625K Buy
18,163
+345
+2% +$11.5K 0.01% 1124
2017
Q2 		$581K Buy
17,818
+2,221
+14% +$71.7K 0.01% 1103
2017
Q1 		$485K Buy
15,597
+1,837
+13% +$54.8K 0.01% 1095
2016
Q4 		$391K Buy
13,760
+1,736
+14% +$50.6K 0.01% 1132
2016
Q3 		$372K Buy
12,024
+2,476
+26% +$75.1K 0.01% 1187
2016
Q2 		$286K Buy
+9,548
New +$277K 0.01% 1199

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
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Cambridge Investment Research Advisors's CGW Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco S&P Global Water Index ETF (CGW) stake by 5.4% in Q2 2026, selling an estimated $386K and leaving 105,718 shares worth $6.95M. The position accounts for 0.02% of the portfolio, ranked #812.

Cambridge Investment Research Advisors first reported a position in CGW in Q2 2016 and has held it in 41 quarters since. The position peaked at $7.14M in Q1 2026. 67 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

  • Cambridge Investment Research Advisors held 105,718 shares of Invesco S&P Global Water Index ETF worth $6.95M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 6,030 Invesco S&P Global Water Index ETF shares in Q2 2026, an estimated $386K.
  • Invesco S&P Global Water Index ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #812 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco S&P Global Water Index ETF in Q2 2016 and has held it in 41 quarters since.
  • Cambridge Investment Research Advisors's Invesco S&P Global Water Index ETF position peaked at $7.14M in Q1 2026.
  • 67 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.