CIBC Private Wealth Group
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CIBC Private Wealth Group’s Invesco S&P Global Water Index ETF CGW Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$445K Buy
7,062
+29
+0.4% +$1.85K ﹤0.01% 922
2025
Q3 		$452K Buy
7,033
+94
+1% +$5.95K ﹤0.01% 893
2025
Q2 		$434K Buy
6,939
+55
+0.8% +$3.24K ﹤0.01% 872
2025
Q1 		$354K Buy
6,884
+225
+3% +$12.4K ﹤0.01% 910
2024
Q4 		$354K Buy
6,659
+33
+0.5% +$1.93K ﹤0.01% 965
2024
Q3 		$405K Hold
6,626
– – ﹤0.01% 937
2024
Q2 		$371K Hold
6,626
– – ﹤0.01% 904
2024
Q1 		$366K Hold
6,626
– – ﹤0.01% 914
2023
Q4 		$351K Buy
6,626
+120
+2% +$5.86K ﹤0.01% 888
2023
Q3 		$303K Buy
+6,506
New +$327K ﹤0.01% 889
2021
Q1 		– Sell
-10,863
Closed -$508K – 1024
2020
Q4 		$508K Hold
10,863
– – ﹤0.01% 768
2020
Q3 		$449K Hold
10,863
– – ﹤0.01% 702
2020
Q2 		$406K Hold
10,863
– – ﹤0.01% 544
2020
Q1 		$360K Buy
+10,863
New +$427K ﹤0.01% 675
2018
Q3 		– Sell
-635
Closed -$21K – 1083
2018
Q2 		$21K Buy
+635
New +$21.7K ﹤0.01% 1386
2018
Q1 		– Sell
-447
Closed -$16K – 1951
2017
Q4 		$16K Buy
+447
New +$15.8K ﹤0.01% 1441

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 $1.26B AUM 24.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC Private Wealth Group's CGW Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Invesco S&P Global Water Index ETF (CGW) stake by 0.41% in Q4 2025, buying an estimated $1.85K and bringing the position to 7,062 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

CIBC Private Wealth Group first reported a position in CGW in Q4 2017 and has held it in 16 quarters since. The position peaked at $508K in Q4 2020. 207 funds tracked by Wall St. Rank hold CGW as of Q4 2025.

  • CIBC Private Wealth Group held 7,062 shares of Invesco S&P Global Water Index ETF worth $445K as of Q4 2025.
  • CIBC Private Wealth Group bought 29 Invesco S&P Global Water Index ETF shares in Q4 2025, an estimated $1.85K.
  • Invesco S&P Global Water Index ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #922 holding.
  • CIBC Private Wealth Group first reported a position in Invesco S&P Global Water Index ETF in Q4 2017 and has held it in 16 quarters since.
  • CIBC Private Wealth Group's Invesco S&P Global Water Index ETF position peaked at $508K in Q4 2020.
  • 207 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.