ORG Partners’s Invesco S&P Global Water Index ETF CGW Stock Holding History

ORG Partners’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	$3.69K	Hold	58	–	–	﹤0.01%	1303
2025 Q3	$3.83K	Hold	58	–	–	﹤0.01%	1192
2025 Q2	$3.77K	Hold	58	–	–	﹤0.01%	1099
2025 Q1	$3.33K	Hold	58	–	–	﹤0.01%	1003
2024 Q4	$3.23K	Hold	58	–	–	﹤0.01%	1050
2024 Q3	$3.65K	Hold	58	–	–	﹤0.01%	909
2024 Q2	$3.26K	Buy	+58	New	+$3.27K	﹤0.01%	1455
2023 Q4	–	Hold	0	–	–	–	1084
2023 Q3	–	Hold	0	–	–	–	1315

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ORG Partners's CGW Position: Q4 2025 in Review

ORG Partners held its Invesco S&P Global Water Index ETF (CGW) position steady in Q4 2025 at 58 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

ORG Partners first reported a position in CGW in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.83K in Q3 2025. 207 funds tracked by Wall St. Rank hold CGW as of Q4 2025.

ORG Partners held 58 shares of Invesco S&P Global Water Index ETF worth $3.69K as of Q4 2025.
ORG Partners left its Invesco S&P Global Water Index ETF share count unchanged in Q4 2025.
Invesco S&P Global Water Index ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1303 holding.
ORG Partners first reported a position in Invesco S&P Global Water Index ETF in Q2 2024 and has held it in 7 quarters since.
ORG Partners's Invesco S&P Global Water Index ETF position peaked at $3.83K in Q3 2025.
207 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.