Nalls Sherbakoff Group’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Nalls Sherbakoff Group’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	$746K	Buy	11,350 +3,501	+45%	+$224K	0.53%	41
2026 Q1	$502K	Buy	7,849 +2,358	+43%	+$154K	0.37%	50
2025 Q4	$346K	Buy	5,491 +43	+0.8%	+$2.75K	0.25%	63
2025 Q3	$350K	Hold	5,448	–	–	0.24%	63
2025 Q2	$341K	Hold	5,448	–	–	0.25%	67
2025 Q1	$303K	Buy	+5,448	New	+$301K	0.25%	63
2023 Q4	$286K	Buy	+5,388	New	+$263K	0.25%	58
2023 Q3	–	Sell	-5,348	Closed	-$259K	–	471
2023 Q2	$259K	Hold	5,348	–	–	0.25%	57
2023 Q1	$264K	Buy	+5,348	New	+$262K	0.26%	56
2018 Q4	$216K	Buy	+6,933	New	+$228K	0.35%	50

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

Nalls Sherbakoff Group's CGW Position: Q2 2026 in Review

Nalls Sherbakoff Group increased its Invesco S&P Global Water Index ETF (CGW) stake by 45% in Q2 2026, buying an estimated $224K and bringing the position to 11,350 shares worth $746K. The position accounts for 0.53% of the portfolio, ranked #41.

Nalls Sherbakoff Group first reported a position in CGW in Q4 2018 and has held it in 10 quarters since. 220 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

Nalls Sherbakoff Group held 11,350 shares of Invesco S&P Global Water Index ETF worth $746K as of Q2 2026.
Nalls Sherbakoff Group bought 3,501 Invesco S&P Global Water Index ETF shares in Q2 2026, an estimated $224K.
Invesco S&P Global Water Index ETF made up 0.53% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #41 holding.
Nalls Sherbakoff Group first reported a position in Invesco S&P Global Water Index ETF in Q4 2018 and has held it in 10 quarters since.
220 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.