Dynamic Advisor Solutions
CGW icon

Dynamic Advisor Solutions’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Dynamic Advisor Solutions’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 		– Sell
-3,151
Closed -$207K – 1044
2026
Q2 		$207K Hold
3,151
– – 0.01% 992
2026
Q1 		$201K Buy
+3,151
New +$206K 0.01% 925

Other funds holding CGW

BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TA
TPG Advisors Northfield, Illinois $187M AUM 12.26% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Dynamic Advisor Solutions's CGW Position: Q3 2026 in Review

Dynamic Advisor Solutions sold out of Invesco S&P Global Water Index ETF (CGW) in Q3 2026, closing a stake of 3,151 shares — an estimated $207K sold.

Dynamic Advisor Solutions first reported a position in CGW in Q1 2026 and held it in 2 quarters. The position peaked at $207K in Q2 2026. 29 funds tracked by Wall St. Rank hold CGW as of Q3 2026.

  • Dynamic Advisor Solutions reported no remaining Invesco S&P Global Water Index ETF position as of Q3 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,151 Invesco S&P Global Water Index ETF shares in Q3 2026, an estimated $207K.
  • Dynamic Advisor Solutions first reported a position in Invesco S&P Global Water Index ETF in Q1 2026 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Invesco S&P Global Water Index ETF position peaked at $207K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.