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IFP Advisors’s Global Water Resources GWRS Stock Holding History

IFP Advisors’s Portfolio GWRS Stock Details GWRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.47K Buy
618
+135
+28% +$977 ﹤0.01% 3859
2026
Q1 		$3.67K Buy
483
+471
+3,925% +$3.96K ﹤0.01% 3702
2025
Q4 		$101 Sell
12
-2
-14% -$19 ﹤0.01% 4585
2025
Q3 		$144 Hold
14
– – ﹤0.01% 4464
2025
Q2 		$306 Buy
+14
New +$144 ﹤0.01% 4550
2025
Q1 		– Sell
-1
Closed -$12 – 4450
2024
Q4 		$12 Buy
+1
New +$13 ﹤0.01% 4515

Other funds holding GWRS

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

IFP Advisors's GWRS Position: Q2 2026 in Review

IFP Advisors increased its Global Water Resources (GWRS) stake by 28% in Q2 2026, buying an estimated $977 and bringing the position to 618 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #3859.

IFP Advisors first reported a position in GWRS in Q4 2024 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold GWRS as of Q2 2026.

  • IFP Advisors held 618 shares of Global Water Resources worth $4.47K as of Q2 2026.
  • IFP Advisors bought 135 Global Water Resources shares in Q2 2026, an estimated $977.
  • Global Water Resources made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3859 holding.
  • IFP Advisors first reported a position in Global Water Resources in Q4 2024 and has held it in 6 quarters since.
  • 11 funds tracked by Wall St. Rank held Global Water Resources as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.