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

Nations Financial 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 		$370K Hold
5,634
– – 0.02% 605
2026
Q1 		$360K Hold
5,634
– – 0.02% 616
2025
Q4 		$355K Buy
5,634
+18
+0.3% +$1.15K 0.02% 597
2025
Q3 		$361K Hold
5,616
– – 0.02% 557
2025
Q2 		$351K Hold
5,616
– – 0.02% 530
2025
Q1 		$313K Hold
5,616
– – 0.02% 526
2024
Q4 		$304K Buy
5,616
+25
+0.4% +$1.47K 0.02% 549
2024
Q3 		$342K Hold
5,591
– – 0.02% 537
2024
Q2 		$309K Hold
5,591
– – 0.03% 525
2024
Q1 		$310K Sell
5,591
-500
-8% -$26.4K 0.03% 522
2023
Q4 		$323K Buy
6,091
+17
+0.3% +$830 0.03% 500
2023
Q3 		$283K Hold
6,074
– – 0.03% 509
2023
Q2 		$312K Sell
6,074
-100
-2% -$5.01K 0.03% 485
2023
Q1 		$308K Hold
6,174
– – 0.03% 476
2022
Q4 		$288K Buy
6,174
+16
+0.3% +$737 0.03% 475
2022
Q3 		$253K Hold
6,158
– – 0.04% 431
2022
Q2 		$272K Hold
6,158
– – 0.04% 431
2022
Q1 		$323K Hold
6,158
– – 0.04% 412
2021
Q4 		$373K Buy
6,158
+17
+0.3% +$1K 0.05% 348
2021
Q3 		$343K Hold
6,141
– – 0.05% 330
2021
Q2 		$329K Buy
6,141
+206
+3% +$10.9K 0.06% 313
2021
Q1 		$292K Hold
5,935
– – 0.07% 289
2020
Q4 		$278K Sell
5,935
-588
-9% -$26.3K 0.07% 270
2020
Q3 		$270K Buy
6,523
+680
+12% +$27.4K 0.08% 239
2020
Q2 		$218K Sell
5,843
-1,500
-20% -$53.6K 0.08% 249
2020
Q1 		$244K Hold
7,343
– – 0.1% 223
2019
Q4 		$302K Buy
7,343
+12
+0.2% +$474 0.1% 230
2019
Q3 		$290K Buy
+7,331
New +$274K 0.1% 235

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

Nations Financial Group's CGW Position: Q2 2026 in Review

Nations Financial Group held its Invesco S&P Global Water Index ETF (CGW) position steady in Q2 2026 at 5,634 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #605.

Nations Financial Group first reported a position in CGW in Q3 2019 and has held it in 28 quarters since. The position peaked at $373K in Q4 2021. 220 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

  • Nations Financial Group held 5,634 shares of Invesco S&P Global Water Index ETF worth $370K as of Q2 2026.
  • Nations Financial Group left its Invesco S&P Global Water Index ETF share count unchanged in Q2 2026.
  • Invesco S&P Global Water Index ETF made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #605 holding.
  • Nations Financial Group first reported a position in Invesco S&P Global Water Index ETF in Q3 2019 and has held it in 28 quarters since.
  • Nations Financial Group's Invesco S&P Global Water Index ETF position peaked at $373K in Q4 2021.
  • 220 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.