LGT Financial Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

LGT Financial 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	$32.9K	Hold	500	–	–	0.17%	79
2026 Q1	$32K	Hold	500	–	–	0.16%	84
2025 Q4	$31.5K	Hold	500	–	–	0.19%	79
2025 Q3	$32.1K	Hold	500	–	–	0.07%	155
2025 Q2	$31.3K	Hold	500	–	–	0.08%	130
2025 Q1	$27.8K	Hold	500	–	–	0.09%	131
2024 Q4	$27.1K	Hold	500	–	–	0.06%	246
2024 Q3	$30.6K	Hold	500	–	–	0.08%	195
2024 Q2	$27.6K	Hold	500	–	–	0.06%	237
2024 Q1	$27.8K	Hold	500	–	–	0.03%	305
2023 Q4	$26.5K	Hold	500	–	–	0.03%	286
2023 Q3	$23.3K	Buy	+500	New	+$25.1K	0.03%	311
2023 Q1	–	Sell	-500	Closed	-$23.3K	–	102
2022 Q4	$23.3K	Buy	+500	New	+$23K	0.03%	149

Other funds holding CGW

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

LGT Financial Advisors's CGW Position: Q2 2026 in Review

LGT Financial Advisors held its Invesco S&P Global Water Index ETF (CGW) position steady in Q2 2026 at 500 shares worth $32.9K. The position accounts for 0.17% of the portfolio, ranked #79.

LGT Financial Advisors first reported a position in CGW in Q4 2022 and has held it in 13 quarters since. 103 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

LGT Financial Advisors held 500 shares of Invesco S&P Global Water Index ETF worth $32.9K as of Q2 2026.
LGT Financial 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 0.17% of LGT Financial Advisors's portfolio in Q2 2026, its #79 holding.
LGT Financial Advisors first reported a position in Invesco S&P Global Water Index ETF in Q4 2022 and has held it in 13 quarters since.
103 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.