Fourth Dimension Wealth’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Fourth Dimension Wealth’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	$18.9K	Hold	288	–	–	0.01%	390
2026 Q1	$18.4K	Hold	288	–	–	0.01%	333
2025 Q4	$18.1K	Hold	288	–	–	0.01%	346
2025 Q3	$18.5K	Hold	288	–	–	0.01%	341
2025 Q2	$18K	Hold	288	–	–	0.01%	340
2025 Q1	$16K	Hold	288	–	–	0.01%	347
2024 Q4	$15.6K	Buy	+288	New	+$16.9K	0.01%	353

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

Fourth Dimension Wealth's CGW Position: Q2 2026 in Review

Fourth Dimension Wealth held its Invesco S&P Global Water Index ETF (CGW) position steady in Q2 2026 at 288 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #390.

Fourth Dimension Wealth first reported a position in CGW in Q4 2024 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

Fourth Dimension Wealth held 288 shares of Invesco S&P Global Water Index ETF worth $18.9K as of Q2 2026.
Fourth Dimension Wealth 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 Fourth Dimension Wealth's portfolio in Q2 2026, its #390 holding.
Fourth Dimension Wealth first reported a position in Invesco S&P Global Water Index ETF in Q4 2024 and has held it in 7 quarters since.
220 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.