HWA
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Heritage Wealth Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Heritage Wealth 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 		$192K Hold
2,924
– – 0.01% 225
2026
Q1 		$187K Buy
+2,924
New +$192K 0.01% 207

Other funds holding CGW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Heritage Wealth Advisors's CGW Position: Q2 2026 in Review

Heritage Wealth Advisors held its Invesco S&P Global Water Index ETF (CGW) position steady in Q2 2026 at 2,924 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #225.

Heritage Wealth Advisors first reported a position in CGW in Q1 2026 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

  • Heritage Wealth Advisors held 2,924 shares of Invesco S&P Global Water Index ETF worth $192K as of Q2 2026.
  • Heritage Wealth 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 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #225 holding.
  • Heritage Wealth Advisors first reported a position in Invesco S&P Global Water Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.