TriCert Investment Counsel’s Invesco S&P Global Water Index ETF CGW Stock Holding History

TriCert Investment Counsel’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	$22.6M	Buy	+344,081	New	+$22M	2.11%	15

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TriCert Investment Counsel's CGW Position: Q2 2026 in Review

TriCert Investment Counsel opened a new position in Invesco S&P Global Water Index ETF (CGW) in Q2 2026: 344,081 shares worth $22.6M. The stake represents 2.11% of the portfolio and ranks #15 among its holdings.

208 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

TriCert Investment Counsel held 344,081 shares of Invesco S&P Global Water Index ETF worth $22.6M as of Q2 2026.
Invesco S&P Global Water Index ETF was a new TriCert Investment Counsel position in Q2 2026.
Invesco S&P Global Water Index ETF made up 2.11% of TriCert Investment Counsel's portfolio in Q2 2026, its #15 holding.
208 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on TriCert Investment Counsel's 13F filing for Q2 2026, filed 10 Aug 2026.