BFC Planning, Inc.’s Invesco S&P Global Water Index ETF CGW Stock Holding History

BFC Planning, Inc.’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	$6.18K	Hold	94	–	–	﹤0.01%	2594
2026 Q1	$6.01K	Sell	94 -400	-81%	-$26.2K	﹤0.01%	2238
2025 Q4	$31.1K	Sell	494 -300	-38%	-$19.2K	﹤0.01%	1559
2025 Q3	$51K	Buy	794 +700	+745%	+$44.3K	﹤0.01%	1177
2025 Q2	$5.88K	Hold	94	–	–	﹤0.01%	2005
2025 Q1	$5.24K	Hold	94	–	–	﹤0.01%	2009
2024 Q4	$5.1K	Buy	+94	New	+$5.51K	﹤0.01%	2016

Other funds holding CGW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

TriCert Investment Counsel Waterloo $1.07B AUM

1832 Asset Management Toronto, Ontario, Canada $200B AUM 38.1% 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

BFC Planning, Inc.'s CGW Position: Q2 2026 in Review

BFC Planning, Inc. held its Invesco S&P Global Water Index ETF (CGW) position steady in Q2 2026 at 94 shares worth $6.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2594.

BFC Planning, Inc. first reported a position in CGW in Q4 2024 and has held it in 7 quarters since. The position peaked at $51K in Q3 2025. 222 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

BFC Planning, Inc. held 94 shares of Invesco S&P Global Water Index ETF worth $6.18K as of Q2 2026.
BFC Planning, Inc. 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 BFC Planning, Inc.'s portfolio in Q2 2026, its #2594 holding.
BFC Planning, Inc. first reported a position in Invesco S&P Global Water Index ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Invesco S&P Global Water Index ETF position peaked at $51K in Q3 2025.
222 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.