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
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 $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return

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

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 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

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

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

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

Nalls Sherbakoff Group's CGW Position: Q4 2025 in Review

Nalls Sherbakoff Group increased its Invesco S&P Global Water Index ETF (CGW) stake by 0.79% in Q4 2025, buying an estimated $2.75K and bringing the position to 5,491 shares worth $346K. The position accounts for 0.25% of the portfolio, ranked #63.

Nalls Sherbakoff Group first reported a position in CGW in Q4 2018 and has held it in 8 quarters since. The position peaked at $350K in Q3 2025. 207 funds tracked by Wall St. Rank hold CGW as of Q4 2025.

Nalls Sherbakoff Group held 5,491 shares of Invesco S&P Global Water Index ETF worth $346K as of Q4 2025.
Nalls Sherbakoff Group bought 43 Invesco S&P Global Water Index ETF shares in Q4 2025, an estimated $2.75K.
Invesco S&P Global Water Index ETF made up 0.25% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #63 holding.
Nalls Sherbakoff Group first reported a position in Invesco S&P Global Water Index ETF in Q4 2018 and has held it in 8 quarters since.
Nalls Sherbakoff Group's Invesco S&P Global Water Index ETF position peaked at $350K in Q3 2025.
207 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.