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 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 $1.66T AUM 25.57% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Meridian Wealth Management's CGW Position: Q1 2026 in Review

Meridian Wealth Management increased its Invesco S&P Global Water Index ETF (CGW) stake by 5.8% in Q1 2026, buying an estimated $78.6K and bringing the position to 22,042 shares worth $1.41M. The position accounts for 0.05% of the portfolio, ranked #290.

Meridian Wealth Management first reported a position in CGW in Q4 2024 and has held it in 6 quarters since. 204 funds tracked by Wall St. Rank hold CGW as of Q1 2026.

Meridian Wealth Management held 22,042 shares of Invesco S&P Global Water Index ETF worth $1.41M as of Q1 2026.
Meridian Wealth Management bought 1,200 Invesco S&P Global Water Index ETF shares in Q1 2026, an estimated $78.6K.
Invesco S&P Global Water Index ETF made up 0.05% of Meridian Wealth Management's portfolio in Q1 2026, its #290 holding.
Meridian Wealth Management first reported a position in Invesco S&P Global Water Index ETF in Q4 2024 and has held it in 6 quarters since.
204 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.