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

Meridian 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	$1.43M	Sell	21,742 -300	-1%	-$19.2K	0.04%	318
2026 Q1	$1.41M	Buy	22,042 +1,200	+6%	+$78.6K	0.05%	290
2025 Q4	$1.31M	Hold	20,842	–	–	0.05%	294
2025 Q3	$1.34M	Buy	20,842 +150	+0.7%	+$9.5K	0.05%	275
2025 Q2	$1.29M	Buy	20,692 +4,164	+25%	+$245K	0.06%	266
2025 Q1	$920K	Buy	16,528 +2,215	+15%	+$122K	0.04%	306
2024 Q4	$776K	Buy	+14,313	New	+$839K	0.04%	336

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

Meridian Wealth Management's CGW Position: Q2 2026 in Review

Meridian Wealth Management reduced its Invesco S&P Global Water Index ETF (CGW) stake by 1.4% in Q2 2026, selling an estimated $19.2K and leaving 21,742 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #318.

Meridian Wealth Management first reported a position in CGW in Q4 2024 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

Meridian Wealth Management held 21,742 shares of Invesco S&P Global Water Index ETF worth $1.43M as of Q2 2026.
Meridian Wealth Management sold 300 Invesco S&P Global Water Index ETF shares in Q2 2026, an estimated $19.2K.
Invesco S&P Global Water Index ETF made up 0.04% of Meridian Wealth Management's portfolio in Q2 2026, its #318 holding.
Meridian Wealth Management first reported a position in Invesco S&P Global Water Index ETF in Q4 2024 and has held it in 7 quarters since.
220 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.