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

RetireMitten 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 		– Sell
-166
Closed -$10.6K – 65
2026
Q1 		$10.6K Buy
+166
New +$10.9K 0.01% 118

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

RetireMitten Financial's CGW Position: Q2 2026 in Review

RetireMitten Financial sold out of Invesco S&P Global Water Index ETF (CGW) in Q2 2026, closing a stake of 166 shares — an estimated $10.6K sold.

RetireMitten Financial first reported a position in CGW in Q1 2026 and held it in 1 quarter. The position peaked at $10.6K in Q1 2026. 220 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

  • RetireMitten Financial reported no remaining Invesco S&P Global Water Index ETF position as of Q2 2026 after selling out during the quarter.
  • RetireMitten Financial sold 166 Invesco S&P Global Water Index ETF shares in Q2 2026, an estimated $10.6K.
  • RetireMitten Financial first reported a position in Invesco S&P Global Water Index ETF in Q1 2026 and held it in 1 quarter.
  • RetireMitten Financial's Invesco S&P Global Water Index ETF position peaked at $10.6K in Q1 2026.
  • 220 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on RetireMitten Financial's 13F filing for Q2 2026, filed 10 Aug 2026.