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

DiNuzzo Private Wealth’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 Q3	$12.5K	Hold	201	–	–	﹤0.01%	262
2026 Q2	$13.2K	Hold	201	–	–	﹤0.01%	248
2026 Q1	$12.9K	Hold	201	–	–	﹤0.01%	243
2025 Q4	$12.7K	Hold	201	–	–	﹤0.01%	243
2025 Q3	$12.9K	Hold	201	–	–	﹤0.01%	231
2025 Q2	$12.6K	Hold	201	–	–	﹤0.01%	228
2025 Q1	$11.2K	Hold	201	–	–	﹤0.01%	235
2024 Q4	$10.9K	Hold	201	–	–	﹤0.01%	229
2024 Q3	$12.3K	Buy	+201	New	+$11.8K	﹤0.01%	227

Other funds holding CGW

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Lynx Investment Advisory Washington, Dc, District of Columbia $303M AUM 14.53% 1-Year Est. Return

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DiNuzzo Private Wealth's CGW Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Invesco S&P Global Water Index ETF (CGW) position steady in Q3 2026 at 201 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

DiNuzzo Private Wealth first reported a position in CGW in Q3 2024 and has held it in 9 quarters since. The position peaked at $13.2K in Q2 2026. 60 funds tracked by Wall St. Rank hold CGW as of Q3 2026.

DiNuzzo Private Wealth held 201 shares of Invesco S&P Global Water Index ETF worth $12.5K as of Q3 2026.
DiNuzzo Private Wealth left its Invesco S&P Global Water Index ETF share count unchanged in Q3 2026.
Invesco S&P Global Water Index ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #262 holding.
DiNuzzo Private Wealth first reported a position in Invesco S&P Global Water Index ETF in Q3 2024 and has held it in 9 quarters since.
DiNuzzo Private Wealth's Invesco S&P Global Water Index ETF position peaked at $13.2K in Q2 2026.
60 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.