Smartleaf Asset Management
CGW icon

Smartleaf Asset Management’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Smartleaf Asset 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
Q3 		– Sell
-40
Closed -$2.62K – 3658
2026
Q2 		$2.62K Hold
40
– – ﹤0.01% 2883
2026
Q1 		$2.51K Hold
40
– – ﹤0.01% 2896
2025
Q4 		$2.54K Hold
40
– – ﹤0.01% 2919
2025
Q3 		$2.54K Hold
40
– – ﹤0.01% 2548
2025
Q2 		$2.49K Sell
40
-26
-39% -$1.53K ﹤0.01% 2267
2025
Q1 		$3.68K Hold
66
– – ﹤0.01% 2290
2024
Q4 		$3.58K Hold
66
– – ﹤0.01% 2359
2024
Q3 		$4.03K Hold
66
– – ﹤0.01% 2218
2024
Q2 		$3.67K Sell
66
-284
-81% -$16K ﹤0.01% 1955
2024
Q1 		$19.5K Hold
350
– – ﹤0.01% 864
2023
Q4 		$18.6K Buy
+350
New +$17.1K 0.01% 679

Other funds holding CGW

Conservest Capital Advisors
Conservest Capital Advisors Wynnewood, Pennsylvania $1.28B AUM 17.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Baron Financial Group
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Smartleaf Asset Management's CGW Position: Q3 2026 in Review

Smartleaf Asset Management sold out of Invesco S&P Global Water Index ETF (CGW) in Q3 2026, closing a stake of 40 shares — an estimated $2.62K sold.

Smartleaf Asset Management first reported a position in CGW in Q4 2023 and held it in 11 quarters. The position peaked at $19.5K in Q1 2024. 127 funds tracked by Wall St. Rank hold CGW as of Q3 2026.

  • Smartleaf Asset Management reported no remaining Invesco S&P Global Water Index ETF position as of Q3 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 40 Invesco S&P Global Water Index ETF shares in Q3 2026, an estimated $2.62K.
  • Smartleaf Asset Management first reported a position in Invesco S&P Global Water Index ETF in Q4 2023 and held it in 11 quarters.
  • Smartleaf Asset Management's Invesco S&P Global Water Index ETF position peaked at $19.5K in Q1 2024.
  • 127 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.