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

Sequoia Financial 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	$626K	Hold	9,523	–	–	﹤0.01%	1195
2026 Q1	$609K	Hold	9,523	–	–	﹤0.01%	1159
2025 Q4	$600K	Sell	9,523 -194	-2%	-$12.4K	﹤0.01%	1184
2025 Q3	$624K	Buy	9,717 +2,611	+37%	+$165K	﹤0.01%	1020
2025 Q2	$444K	Buy	+7,106	New	+$419K	﹤0.01%	1062
2022 Q1	–	Sell	-4,387	Closed	-$266K	–	678
2021 Q4	$266K	Buy	+4,387	New	+$259K	0.01%	468
2021 Q3	–	Sell	-4,387	Closed	-$235K	–	291
2021 Q2	$235K	Buy	+4,387	New	+$231K	0.01%	421

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

Sequoia Financial Advisors's CGW Position: Q2 2026 in Review

Sequoia Financial Advisors held its Invesco S&P Global Water Index ETF (CGW) position steady in Q2 2026 at 9,523 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Sequoia Financial Advisors first reported a position in CGW in Q2 2021 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

Sequoia Financial Advisors held 9,523 shares of Invesco S&P Global Water Index ETF worth $626K as of Q2 2026.
Sequoia Financial 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 Sequoia Financial Advisors's portfolio in Q2 2026, its #1195 holding.
Sequoia Financial Advisors first reported a position in Invesco S&P Global Water Index ETF in Q2 2021 and has held it in 7 quarters since.
220 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.