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

Root Financial 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
Q1 		– Sell
-150
Closed -$9.45K – 3486
2025
Q4 		$9.45K Hold
150
– – ﹤0.01% 1518
2025
Q3 		$9.64K Buy
+150
New +$9.5K ﹤0.01% 1465

Other funds holding CGW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Root Financial Partners's CGW Position: Q1 2026 in Review

Root Financial Partners sold out of Invesco S&P Global Water Index ETF (CGW) in Q1 2026, closing a stake of 150 shares — an estimated $9.45K sold.

Root Financial Partners first reported a position in CGW in Q3 2025 and held it in 2 quarters. The position peaked at $9.64K in Q3 2025. 204 funds tracked by Wall St. Rank hold CGW as of Q1 2026.

  • Root Financial Partners reported no remaining Invesco S&P Global Water Index ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 150 Invesco S&P Global Water Index ETF shares in Q1 2026, an estimated $9.45K.
  • Root Financial Partners first reported a position in Invesco S&P Global Water Index ETF in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's Invesco S&P Global Water Index ETF position peaked at $9.64K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.