Lynx Investment Advisory’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Lynx Investment Advisory’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	$1.68M	Sell	25,625 -278	-1%	-$17.8K	0.55%	46
2026 Q1	$1.66M	Hold	25,903	–	–	0.79%	31
2025 Q4	$1.63M	Buy	25,903 +2,133	+9%	+$136K	0.89%	25
2025 Q3	$1.53M	Sell	23,770 -6,635	-22%	-$420K	0.91%	25
2025 Q2	$1.9M	Sell	30,405 -13,407	-31%	-$790K	1.24%	22
2025 Q1	$2.44M	Sell	43,812 -3,161	-7%	-$174K	1.63%	18
2024 Q4	$2.55M	Buy	46,973 +331	+0.7%	+$19.4K	1.74%	16
2024 Q3	$2.85M	Sell	46,642 -322	-0.7%	-$18.9K	2.06%	13
2024 Q2	$2.6M	Buy	+46,964	New	+$2.64M	1.92%	13

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 $43.3B AUM 29.3% 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

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

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Lynx Investment Advisory's CGW Position: Q2 2026 in Review

Lynx Investment Advisory reduced its Invesco S&P Global Water Index ETF (CGW) stake by 1.1% in Q2 2026, selling an estimated $17.8K and leaving 25,625 shares worth $1.68M. The position accounts for 0.55% of the portfolio, ranked #46.

Lynx Investment Advisory first reported a position in CGW in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.85M in Q3 2024. 67 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

Lynx Investment Advisory held 25,625 shares of Invesco S&P Global Water Index ETF worth $1.68M as of Q2 2026.
Lynx Investment Advisory sold 278 Invesco S&P Global Water Index ETF shares in Q2 2026, an estimated $17.8K.
Invesco S&P Global Water Index ETF made up 0.55% of Lynx Investment Advisory's portfolio in Q2 2026, its #46 holding.
Lynx Investment Advisory first reported a position in Invesco S&P Global Water Index ETF in Q2 2024 and has held it in 9 quarters since.
Lynx Investment Advisory's Invesco S&P Global Water Index ETF position peaked at $2.85M in Q3 2024.
67 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.