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

Spire Wealth 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 		$3.29K Hold
50
– – ﹤0.01% 1906
2026
Q1 		$3.2K Hold
50
– – ﹤0.01% 1939
2025
Q4 		$3.15K Hold
50
– – ﹤0.01% 1999
2025
Q3 		$3.21K Hold
50
– – ﹤0.01% 2061
2025
Q2 		$3.13K Sell
50
-2,746
-98% -$162K ﹤0.01% 2075
2025
Q1 		$156K Sell
2,796
-452
-14% -$24.9K 0.01% 883
2024
Q4 		$176K Sell
3,248
-392
-11% -$23K 0.01% 859
2024
Q3 		$223K Hold
3,640
– – 0.01% 705
2024
Q2 		$201K Hold
3,640
– – 0.01% 713
2024
Q1 		$202K Hold
3,640
– – ﹤0.01% 764
2023
Q4 		$186K Buy
3,640
+11
+0.3% +$537 0.01% 782
2023
Q3 		$169K Hold
3,629
– – 0.01% 764
2023
Q2 		$187K Hold
3,629
– – 0.01% 743
2023
Q1 		$181K Buy
3,629
+2,150
+145% +$105K 0.01% 759
2022
Q4 		$69K Buy
1,479
+10
+0.7% +$461 ﹤0.01% 872
2022
Q3 		$60K Sell
1,469
-2,271
-61% -$105K ﹤0.01% 890
2022
Q2 		$165K Buy
3,740
+1
+0% +$48 0.01% 832
2022
Q1 		$196K Buy
3,739
+421
+13% +$22.4K 0.01% 908
2021
Q4 		$201K Sell
3,318
-3,396
-51% -$200K ﹤0.01% 1087
2021
Q3 		$375K Hold
6,714
– – 0.01% 687
2021
Q2 		$360K Sell
6,714
-1
-0% -$53 0.01% 715
2021
Q1 		$330K Buy
+6,715
New +$325K 0.01% 812

Other funds holding CGW

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

Spire Wealth Management's CGW Position: Q2 2026 in Review

Spire Wealth Management held its Invesco S&P Global Water Index ETF (CGW) position steady in Q2 2026 at 50 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Spire Wealth Management first reported a position in CGW in Q1 2021 and has held it in 22 quarters since. The position peaked at $375K in Q3 2021. 31 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

  • Spire Wealth Management held 50 shares of Invesco S&P Global Water Index ETF worth $3.29K as of Q2 2026.
  • Spire Wealth 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 Spire Wealth Management's portfolio in Q2 2026, its #1906 holding.
  • Spire Wealth Management first reported a position in Invesco S&P Global Water Index ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Invesco S&P Global Water Index ETF position peaked at $375K in Q3 2021.
  • 31 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.