Phoenix Wealth Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Phoenix Wealth Advisors’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	$971K	Buy	14,770 +52	+0.4%	+$3.33K	0.33%	57
2026 Q1	$941K	Buy	+14,718	New	+$964K	0.37%	55
2025 Q4	–	Sell	-15,231	Closed	-$978K	–	128
2025 Q3	$978K	Buy	15,231 +30	+0.2%	+$1.9K	0.38%	54
2025 Q2	$950K	Sell	15,201 -199	-1%	-$11.7K	0.4%	58
2025 Q1	$858K	Buy	15,400 +161	+1%	+$8.88K	0.37%	57
2024 Q4	$826K	Buy	15,239 +41	+0.3%	+$2.4K	0.36%	57
2024 Q3	$930K	Buy	15,198 +111	+0.7%	+$6.5K	0.43%	52
2024 Q2	$834K	Sell	15,087 -148	-1%	-$8.33K	0.42%	53
2024 Q1	$846K	Buy	15,235 +8,194	+116%	+$433K	0.52%	50
2023 Q4	$369K	Buy	7,041 +691	+11%	+$33.7K	0.26%	74
2023 Q3	$295K	Buy	6,350 +100	+2%	+$5.03K	0.17%	86
2023 Q2	$321K	Buy	+6,250	New	+$313K	0.19%	79

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

TIC

TriCert Investment Counsel Waterloo $1.07B AUM

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

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

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

Phoenix Wealth Advisors's CGW Position: Q2 2026 in Review

Phoenix Wealth Advisors increased its Invesco S&P Global Water Index ETF (CGW) stake by 0.35% in Q2 2026, buying an estimated $3.33K and bringing the position to 14,770 shares worth $971K. The position accounts for 0.33% of the portfolio, ranked #57.

Phoenix Wealth Advisors first reported a position in CGW in Q2 2023 and has held it in 12 quarters since. The position peaked at $978K in Q3 2025. 220 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

Phoenix Wealth Advisors held 14,770 shares of Invesco S&P Global Water Index ETF worth $971K as of Q2 2026.
Phoenix Wealth Advisors bought 52 Invesco S&P Global Water Index ETF shares in Q2 2026, an estimated $3.33K.
Invesco S&P Global Water Index ETF made up 0.33% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Phoenix Wealth Advisors first reported a position in Invesco S&P Global Water Index ETF in Q2 2023 and has held it in 12 quarters since.
Phoenix Wealth Advisors's Invesco S&P Global Water Index ETF position peaked at $978K in Q3 2025.
220 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.