SWIM
CGW icon

Smallwood Wealth Investment Management’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Smallwood Wealth Investment Management’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 		$26.3K Hold
400
– – 0.01% 248
2026
Q1 		$25.6K Sell
400
-2
-0.5% -$131 0.01% 237
2025
Q4 		$25.3K Hold
402
– – 0.01% 237
2025
Q3 		$25.8K Hold
402
– – 0.01% 238
2025
Q2 		$25.1K Hold
402
– – 0.01% 229
2025
Q1 		$22.4K Buy
+402
New +$22.2K 0.01% 239

Other funds holding CGW

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

Smallwood Wealth Investment Management's CGW Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Invesco S&P Global Water Index ETF (CGW) position steady in Q2 2026 at 400 shares worth $26.3K. The position accounts for 0.01% of the portfolio, ranked #248.

Smallwood Wealth Investment Management first reported a position in CGW in Q1 2025 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

  • Smallwood Wealth Investment Management held 400 shares of Invesco S&P Global Water Index ETF worth $26.3K as of Q2 2026.
  • Smallwood Wealth Investment Management 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 Smallwood Wealth Investment Management's portfolio in Q2 2026, its #248 holding.
  • Smallwood Wealth Investment Management first reported a position in Invesco S&P Global Water Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 87 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.