DHJJ Financial Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

DHJJ Financial 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	$12.6K	Hold	191	–	–	﹤0.01%	597
2026 Q1	$12.2K	Hold	191	–	–	﹤0.01%	591
2025 Q4	$12K	Hold	191	–	–	﹤0.01%	558
2025 Q3	$12.3K	Hold	191	–	–	﹤0.01%	539
2025 Q2	$11.9K	Hold	191	–	–	﹤0.01%	527
2025 Q1	$10.6K	Hold	191	–	–	﹤0.01%	502
2024 Q4	$10.4K	Hold	191	–	–	﹤0.01%	497
2024 Q3	$11.7K	Hold	191	–	–	﹤0.01%	478
2024 Q2	$10.6K	Hold	191	–	–	﹤0.01%	451
2024 Q1	$10.6K	Hold	191	–	–	﹤0.01%	442
2023 Q4	$10.1K	Hold	191	–	–	﹤0.01%	440
2023 Q3	$8.89K	Buy	+191	New	+$9.6K	﹤0.01%	447

Other funds holding CGW

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DHJJ Financial Advisors's CGW Position: Q2 2026 in Review

DHJJ Financial Advisors held its Invesco S&P Global Water Index ETF (CGW) position steady in Q2 2026 at 191 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

DHJJ Financial Advisors first reported a position in CGW in Q3 2023 and has held it in 12 quarters since. 220 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

DHJJ Financial Advisors held 191 shares of Invesco S&P Global Water Index ETF worth $12.6K as of Q2 2026.
DHJJ Financial Advisors left its Invesco S&P Global Water Index ETF share count unchanged in Q2 2026.
Invesco S&P Global Water Index ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #597 holding.
DHJJ Financial Advisors first reported a position in Invesco S&P Global Water Index ETF in Q3 2023 and has held it in 12 quarters since.
220 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.