Sage Mountain Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Sage Mountain 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	$9.66K	Hold	147	–	–	﹤0.01%	295
2026 Q1	$9.4K	Hold	147	–	–	﹤0.01%	275
2025 Q4	$9.26K	Hold	147	–	–	﹤0.01%	554
2025 Q3	$9.44K	Hold	147	–	–	﹤0.01%	543
2025 Q2	$9.19K	Hold	147	–	–	﹤0.01%	486
2025 Q1	$8.19K	Hold	147	–	–	﹤0.01%	483
2024 Q4	$7.97K	Hold	147	–	–	﹤0.01%	468
2024 Q3	$9K	Hold	147	–	–	﹤0.01%	475
2024 Q2	$8.13K	Hold	147	–	–	﹤0.01%	414
2024 Q1	$8.16K	Hold	147	–	–	﹤0.01%	396
2023 Q4	$7.79K	Hold	147	–	–	﹤0.01%	338
2023 Q3	$6.84K	Hold	147	–	–	﹤0.01%	337
2023 Q2	$7.56K	Hold	147	–	–	﹤0.01%	328
2023 Q1	$7.33K	Hold	147	–	–	﹤0.01%	312
2022 Q4	$6.85K	Hold	147	–	–	﹤0.01%	273
2022 Q3	$6K	Hold	147	–	–	﹤0.01%	359
2022 Q2	$6K	Hold	147	–	–	﹤0.01%	592
2022 Q1	$8K	Hold	147	–	–	﹤0.01%	607
2021 Q4	$9K	Hold	147	–	–	﹤0.01%	671
2021 Q3	$8K	Buy	+147	New	+$8.44K	﹤0.01%	567

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

Sage Mountain Advisors's CGW Position: Q2 2026 in Review

Sage Mountain Advisors held its Invesco S&P Global Water Index ETF (CGW) position steady in Q2 2026 at 147 shares worth $9.66K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Sage Mountain Advisors first reported a position in CGW in Q3 2021 and has held it in 20 quarters since. 220 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

Sage Mountain Advisors held 147 shares of Invesco S&P Global Water Index ETF worth $9.66K as of Q2 2026.
Sage Mountain Advisors left its Invesco S&P Global Water Index ETF share count unchanged in Q2 2026.
Invesco S&P Global Water Index ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #295 holding.
Sage Mountain Advisors first reported a position in Invesco S&P Global Water Index ETF in Q3 2021 and has held it in 20 quarters since.
220 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.