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 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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

DiNuzzo Private Wealth's CGW Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Invesco S&P Global Water Index ETF (CGW) position steady in Q2 2026 at 201 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

DiNuzzo Private Wealth first reported a position in CGW in Q3 2024 and has held it in 8 quarters since. 35 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

DiNuzzo Private Wealth held 201 shares of Invesco S&P Global Water Index ETF worth $13.2K as of Q2 2026.
DiNuzzo Private Wealth 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 DiNuzzo Private Wealth's portfolio in Q2 2026, its #248 holding.
DiNuzzo Private Wealth first reported a position in Invesco S&P Global Water Index ETF in Q3 2024 and has held it in 8 quarters since.
35 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.