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Monetary Solutions’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Monetary Solutions’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 		$82.4K Hold
1,253
– – 0.07% 98
2026
Q1 		$80.1K Hold
1,253
– – 0.08% 95
2025
Q4 		$79K Buy
+1,253
New +$80.2K 0.08% 86

Other funds holding CGW

Morgan Stanley
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
UBS Group
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
TICI
TriCert Investment Counsel Inc. Waterloo $1.07B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Monetary Solutions's CGW Position: Q2 2026 in Review

Monetary Solutions held its Invesco S&P Global Water Index ETF (CGW) position steady in Q2 2026 at 1,253 shares worth $82.4K. The position accounts for 0.07% of the portfolio, ranked #98.

Monetary Solutions first reported a position in CGW in Q4 2025 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

  • Monetary Solutions held 1,253 shares of Invesco S&P Global Water Index ETF worth $82.4K as of Q2 2026.
  • Monetary Solutions left its Invesco S&P Global Water Index ETF share count unchanged in Q2 2026.
  • Invesco S&P Global Water Index ETF made up 0.07% of Monetary Solutions's portfolio in Q2 2026, its #98 holding.
  • Monetary Solutions first reported a position in Invesco S&P Global Water Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.