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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
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Greenspring Advisors's CGW Position: Q1 2026 in Review

Greenspring Advisors held its Invesco S&P Global Water Index ETF (CGW) position steady in Q1 2026 at 4,234 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #246.

Greenspring Advisors first reported a position in CGW in Q4 2025 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold CGW as of Q1 2026.

  • Greenspring Advisors held 4,234 shares of Invesco S&P Global Water Index ETF worth $271K as of Q1 2026.
  • Greenspring Advisors left its Invesco S&P Global Water Index ETF share count unchanged in Q1 2026.
  • Invesco S&P Global Water Index ETF made up 0.02% of Greenspring Advisors's portfolio in Q1 2026, its #246 holding.
  • Greenspring Advisors first reported a position in Invesco S&P Global Water Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.