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

&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
2026
Q2 		$236K Buy
3,597
+50
+1% +$3.2K ﹤0.01% 2284
2026
Q1 		$227K Buy
3,547
+204
+6% +$13.4K ﹤0.01% 2170
2025
Q4 		$211K Buy
+3,343
New +$214K ﹤0.01% 2117

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

&Partners's CGW Position: Q2 2026 in Review

&Partners increased its Invesco S&P Global Water Index ETF (CGW) stake by 1.4% in Q2 2026, buying an estimated $3.2K and bringing the position to 3,597 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2284.

&Partners first reported a position in CGW in Q4 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

  • &Partners held 3,597 shares of Invesco S&P Global Water Index ETF worth $236K as of Q2 2026.
  • &Partners bought 50 Invesco S&P Global Water Index ETF shares in Q2 2026, an estimated $3.2K.
  • Invesco S&P Global Water Index ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2284 holding.
  • &Partners first reported a position in Invesco S&P Global Water Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.