Institute for Wealth Management’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Institute for Wealth Management’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	$52.5K	Buy	+798	New	+$51.1K	﹤0.01%	862
2020 Q1	–	Sell	-835	Closed	-$34K	–	420
2019 Q4	$34K	Buy	+835	New	+$33K	0.01%	534

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

Institute for Wealth Management's CGW Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco S&P Global Water Index ETF (CGW) in Q2 2026: 798 shares worth $52.5K. The stake represents ﹤0.01% of the portfolio and ranks #862 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in CGW as recently as Q4 2019.

Institute for Wealth Management first reported a position in CGW in Q4 2019 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

Institute for Wealth Management held 798 shares of Invesco S&P Global Water Index ETF worth $52.5K as of Q2 2026.
Invesco S&P Global Water Index ETF was a new Institute for Wealth Management position in Q2 2026.
Invesco S&P Global Water Index ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #862 holding.
Institute for Wealth Management first reported a position in Invesco S&P Global Water Index ETF in Q4 2019 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 Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.