Larson Financial Group
CGW icon

Larson Financial Group’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Larson Financial Group’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
Q3 		$158K Buy
2,539
+148
+6% +$9.6K ﹤0.01% 1035
2026
Q2 		$157K Sell
2,391
-320
-12% -$20.5K ﹤0.01% 948
2026
Q1 		$173K Sell
2,711
-2,347
-46% -$154K 0.01% 767
2025
Q4 		$319K Sell
5,058
-2,860
-36% -$183K 0.01% 590
2025
Q3 		$509K Sell
7,918
-859
-10% -$54.4K 0.02% 458
2025
Q2 		$549K Sell
8,777
-1,425
-14% -$84K 0.02% 410
2025
Q1 		$568K Sell
10,202
-518
-5% -$28.6K 0.03% 368
2024
Q4 		$581K Buy
10,720
+660
+7% +$38.7K 0.03% 321
2024
Q3 		$616K Buy
10,060
+8,514
+551% +$498K 0.03% 293
2024
Q2 		$85.5K Buy
+1,546
New +$87K 0.01% 688

Other funds holding CGW

Conservest Capital Advisors
Conservest Capital Advisors Wynnewood, Pennsylvania $1.28B AUM 17.34% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Baron Financial Group
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Addison Advisors
Addison Advisors Middlebury, Vermont $217M AUM 11.49% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Larson Financial Group's CGW Position: Q3 2026 in Review

Larson Financial Group increased its Invesco S&P Global Water Index ETF (CGW) stake by 6.2% in Q3 2026, buying an estimated $9.6K and bringing the position to 2,539 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Larson Financial Group first reported a position in CGW in Q2 2024 and has held it in 10 quarters since. The position peaked at $616K in Q3 2024. 122 funds tracked by Wall St. Rank hold CGW as of Q3 2026.

  • Larson Financial Group held 2,539 shares of Invesco S&P Global Water Index ETF worth $158K as of Q3 2026.
  • Larson Financial Group bought 148 Invesco S&P Global Water Index ETF shares in Q3 2026, an estimated $9.6K.
  • Invesco S&P Global Water Index ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1035 holding.
  • Larson Financial Group first reported a position in Invesco S&P Global Water Index ETF in Q2 2024 and has held it in 10 quarters since.
  • Larson Financial Group's Invesco S&P Global Water Index ETF position peaked at $616K in Q3 2024.
  • 122 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.