Greenspring Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Greenspring 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 Q2	$278K	Hold	4,234	–	–	0.02%	279
2026 Q1	$271K	Hold	4,234	–	–	0.02%	246
2025 Q4	$267K	Buy	+4,234	New	+$271K	0.02%	243

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

Greenspring Advisors's CGW Position: Q2 2026 in Review

Greenspring Advisors held its Invesco S&P Global Water Index ETF (CGW) position steady in Q2 2026 at 4,234 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #279.

Greenspring Advisors first reported a position in CGW in Q4 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

Greenspring Advisors held 4,234 shares of Invesco S&P Global Water Index ETF worth $278K as of Q2 2026.
Greenspring Advisors left its Invesco S&P Global Water Index ETF share count unchanged in Q2 2026.
Invesco S&P Global Water Index ETF made up 0.02% of Greenspring Advisors's portfolio in Q2 2026, its #279 holding.
Greenspring Advisors first reported a position in Invesco S&P Global Water Index ETF in Q4 2025 and has held it in 3 quarters since.
220 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.