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Comprehensive Financial Consultants Institutional’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$284K Sell
4,317
-185
-4% -$11.9K 0.08% 176
2026
Q1 		$288K Hold
4,502
– – 0.09% 165
2025
Q4 		$284K Hold
4,502
– – 0.09% 164
2025
Q3 		$289K Hold
4,502
– – 0.09% 157
2025
Q2 		$281K Hold
4,502
– – 0.09% 157
2025
Q1 		$251K Sell
4,502
-4,807
-52% -$265K 0.09% 158
2024
Q4 		$505K Hold
9,309
– – 0.18% 117
2024
Q3 		$570K Sell
9,309
-1,165
-11% -$68.2K 0.21% 115
2024
Q2 		$579K Hold
10,474
– – 0.23% 109
2024
Q1 		$582K Sell
10,474
-883
-8% -$46.6K 0.24% 111
2023
Q4 		$602K Sell
11,357
-196
-2% -$9.57K 0.28% 107
2023
Q3 		$537K Sell
11,553
-220
-2% -$11.1K 0.28% 108
2023
Q2 		$613K Buy
11,773
+292
+3% +$14.6K 0.32% 102
2023
Q1 		$572K Buy
+11,481
New +$563K 0.32% 103
2022
Q3 		– Sell
-11,481
Closed -$504K – 154
2022
Q2 		$504K Sell
11,481
-165
-1% -$7.87K 0.36% 104
2022
Q1 		$545K Buy
11,646
+1,000
+9% +$53.1K 0.38% 97
2021
Q4 		$555K Buy
+10,646
New +$628K 0.36% 91

Other funds holding CGW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
TIC
TriCert Investment Counsel Waterloo $1.07B AUM
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's CGW Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its Invesco S&P Global Water Index ETF (CGW) stake by 4.1% in Q2 2026, selling an estimated $11.9K and leaving 4,317 shares worth $284K. The position accounts for 0.08% of the portfolio, ranked #176.

Comprehensive Financial Consultants Institutional first reported a position in CGW in Q4 2021 and has held it in 17 quarters since. The position peaked at $613K in Q2 2023. 220 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 4,317 shares of Invesco S&P Global Water Index ETF worth $284K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional sold 185 Invesco S&P Global Water Index ETF shares in Q2 2026, an estimated $11.9K.
  • Invesco S&P Global Water Index ETF made up 0.08% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #176 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Invesco S&P Global Water Index ETF in Q4 2021 and has held it in 17 quarters since.
  • Comprehensive Financial Consultants Institutional's Invesco S&P Global Water Index ETF position peaked at $613K in Q2 2023.
  • 220 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.