EverSource Wealth Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

EverSource Wealth 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	–	Sell	-109	Closed	-$6.95K	–	4416
2026 Q1	$6.95K	Hold	109	–	–	﹤0.01%	3105
2025 Q4	$6.85K	Buy	109 +2	+2%	+$128	﹤0.01%	2978
2025 Q3	$6.88K	Hold	107	–	–	﹤0.01%	3004
2025 Q2	$6.69K	Buy	+107	New	+$6.31K	﹤0.01%	3036

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

EverSource Wealth Advisors's CGW Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Invesco S&P Global Water Index ETF (CGW) in Q2 2026, closing a stake of 109 shares — an estimated $6.95K sold.

EverSource Wealth Advisors first reported a position in CGW in Q2 2025 and held it in 4 quarters. The position peaked at $6.95K in Q1 2026. 220 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

EverSource Wealth Advisors reported no remaining Invesco S&P Global Water Index ETF position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 109 Invesco S&P Global Water Index ETF shares in Q2 2026, an estimated $6.95K.
EverSource Wealth Advisors first reported a position in Invesco S&P Global Water Index ETF in Q2 2025 and held it in 4 quarters.
EverSource Wealth Advisors's Invesco S&P Global Water Index ETF position peaked at $6.95K in Q1 2026.
220 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

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