FFA
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Farther Finance Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Farther Finance 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
Q3 		$512K Buy
8,208
+137
+2% +$8.87K ﹤0.01% 1572
2026
Q2 		$531K Sell
8,071
-849
-10% -$54.4K ﹤0.01% 1523
2026
Q1 		$576K Buy
8,920
+373
+4% +$24.4K 0.01% 1305
2025
Q4 		$539K Buy
8,547
+6,740
+373% +$431K 0.01% 1258
2025
Q3 		$116K Buy
1,807
+1
+0.1% +$63 ﹤0.01% 1948
2025
Q2 		$113K Hold
1,806
– – ﹤0.01% 1701
2025
Q1 		$101K Buy
1,806
+991
+122% +$54.7K ﹤0.01% 1544
2024
Q4 		$44.2K Sell
815
-2
-0.2% -$117 ﹤0.01% 1725
2024
Q3 		$50K Buy
817
+116
+17% +$6.79K ﹤0.01% 1652
2024
Q2 		$38.4K Sell
701
-774
-52% -$43.6K ﹤0.01% 1523
2024
Q1 		$81.5K Sell
1,475
-571
-28% -$30.2K 0.01% 1012
2023
Q4 		$108K Sell
2,046
-72
-3% -$3.51K 0.01% 775
2023
Q3 		$98.5K Buy
2,118
+678
+47% +$34.1K 0.02% 561
2023
Q2 		$74K Buy
+1,440
New +$72.1K 0.02% 551

Other funds holding CGW

BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 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
AC
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
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Farther Finance Advisors's CGW Position: Q3 2026 in Review

Farther Finance Advisors increased its Invesco S&P Global Water Index ETF (CGW) stake by 1.7% in Q3 2026, buying an estimated $8.87K and bringing the position to 8,208 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Farther Finance Advisors first reported a position in CGW in Q2 2023 and has held it in 14 quarters since. The position peaked at $576K in Q1 2026. 17 funds tracked by Wall St. Rank hold CGW as of Q3 2026.

  • Farther Finance Advisors held 8,208 shares of Invesco S&P Global Water Index ETF worth $512K as of Q3 2026.
  • Farther Finance Advisors bought 137 Invesco S&P Global Water Index ETF shares in Q3 2026, an estimated $8.87K.
  • Invesco S&P Global Water Index ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1572 holding.
  • Farther Finance Advisors first reported a position in Invesco S&P Global Water Index ETF in Q2 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's Invesco S&P Global Water Index ETF position peaked at $576K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.