Lowe Brockenbrough & Co’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Lowe Brockenbrough & Co’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	$68.8K	Buy	1,047 +47	+5%	+$3.01K	﹤0.01%	298
2026 Q1	$63.9K	Hold	1,000	–	–	﹤0.01%	292
2025 Q4	$63K	Hold	1,000	–	–	﹤0.01%	294
2025 Q3	$64.2K	Hold	1,000	–	–	﹤0.01%	302
2025 Q2	$62.5K	Buy	+1,000	New	+$58.9K	﹤0.01%	290

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

Lowe Brockenbrough & Co's CGW Position: Q2 2026 in Review

Lowe Brockenbrough & Co increased its Invesco S&P Global Water Index ETF (CGW) stake by 4.7% in Q2 2026, buying an estimated $3.01K and bringing the position to 1,047 shares worth $68.8K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Lowe Brockenbrough & Co first reported a position in CGW in Q2 2025 and has held it in 5 quarters since. 220 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

Lowe Brockenbrough & Co held 1,047 shares of Invesco S&P Global Water Index ETF worth $68.8K as of Q2 2026.
Lowe Brockenbrough & Co bought 47 Invesco S&P Global Water Index ETF shares in Q2 2026, an estimated $3.01K.
Invesco S&P Global Water Index ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #298 holding.
Lowe Brockenbrough & Co first reported a position in Invesco S&P Global Water Index ETF in Q2 2025 and has held it in 5 quarters since.
220 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.