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 Q2	$12.1K	Hold	184	–	–	﹤0.01%	675
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 $1.89T 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

Founders Financial Alliance's CGW Position: Q2 2026 in Review

Founders Financial Alliance held its Invesco S&P Global Water Index ETF (CGW) position steady in Q2 2026 at 184 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Founders Financial Alliance first reported a position in CGW in Q1 2022 and has held it in 18 quarters since. 220 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

Founders Financial Alliance held 184 shares of Invesco S&P Global Water Index ETF worth $12.1K as of Q2 2026.
Founders Financial Alliance 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 Founders Financial Alliance's portfolio in Q2 2026, its #675 holding.
Founders Financial Alliance first reported a position in Invesco S&P Global Water Index ETF in Q1 2022 and has held it in 18 quarters since.
220 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.