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Napier Financial’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Napier Financial’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 		$920 Buy
14
+1
+8% +$64 ﹤0.01% 432
2026
Q1 		$831 Buy
+13
New +$852 ﹤0.01% 459

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
TIC
TriCert Investment Counsel Waterloo $1.07B AUM
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Napier Financial's CGW Position: Q2 2026 in Review

Napier Financial increased its Invesco S&P Global Water Index ETF (CGW) stake by 7.7% in Q2 2026, buying an estimated $64 and bringing the position to 14 shares worth $920. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Napier Financial first reported a position in CGW in Q1 2026 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

  • Napier Financial held 14 shares of Invesco S&P Global Water Index ETF worth $920 as of Q2 2026.
  • Napier Financial bought 1 Invesco S&P Global Water Index ETF share in Q2 2026, an estimated $64.
  • Invesco S&P Global Water Index ETF made up ﹤0.01% of Napier Financial's portfolio in Q2 2026, its #432 holding.
  • Napier Financial first reported a position in Invesco S&P Global Water Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 219 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Napier Financial's 13F filing for Q2 2026, filed 31 Jul 2026.