Founders Financial Alliance’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Founders Financial Alliance’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 Q1	$11.8K	Hold	184	–	–	﹤0.01%	620
2025 Q4	$11.6K	Hold	184	–	–	﹤0.01%	496
2025 Q3	$11.8K	Hold	184	–	–	﹤0.01%	595
2025 Q2	$11.5K	Hold	184	–	–	﹤0.01%	452
2025 Q1	$10.2K	Hold	184	–	–	﹤0.01%	527
2024 Q4	$9.97K	Hold	184	–	–	﹤0.01%	481
2024 Q3	$11.3K	Hold	184	–	–	﹤0.01%	486
2024 Q2	$10.2K	Hold	184	–	–	﹤0.01%	470
2024 Q1	$10.2K	Hold	184	–	–	﹤0.01%	475
2023 Q4	$9.75K	Hold	184	–	–	﹤0.01%	432
2023 Q3	$8.56K	Hold	184	–	–	﹤0.01%	424
2023 Q2	$9.46K	Hold	184	–	–	﹤0.01%	448
2023 Q1	$9.17K	Hold	184	–	–	﹤0.01%	404
2022 Q4	$8.58K	Hold	184	–	–	﹤0.01%	424
2022 Q3	$8K	Hold	184	–	–	﹤0.01%	422
2022 Q2	$8K	Hold	184	–	–	﹤0.01%	442
2022 Q1	$10K	Buy	+184	New	+$9.78K	﹤0.01%	389

Other funds holding CGW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Founders Financial Alliance's CGW Position: Q1 2026 in Review

Founders Financial Alliance held its Invesco S&P Global Water Index ETF (CGW) position steady in Q1 2026 at 184 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Founders Financial Alliance first reported a position in CGW in Q1 2022 and has held it in 17 quarters since. The position peaked at $11.8K in Q3 2025. 204 funds tracked by Wall St. Rank hold CGW as of Q1 2026.

Founders Financial Alliance held 184 shares of Invesco S&P Global Water Index ETF worth $11.8K as of Q1 2026.
Founders Financial Alliance left its Invesco S&P Global Water Index ETF share count unchanged in Q1 2026.
Invesco S&P Global Water Index ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #620 holding.
Founders Financial Alliance first reported a position in Invesco S&P Global Water Index ETF in Q1 2022 and has held it in 17 quarters since.
Founders Financial Alliance's Invesco S&P Global Water Index ETF position peaked at $11.8K in Q3 2025.
204 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.