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Trust Point Inc’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Trust Point Inc’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 		– Sell
-5,612
Closed -$359K – 511
2026
Q1 		$359K Hold
5,612
– – 0.03% 332
2025
Q4 		$354K Hold
5,612
– – 0.03% 329
2025
Q3 		$361K Buy
+5,612
New +$355K 0.03% 314
2025
Q2 		– Sell
-5,612
Closed -$313K – 427
2025
Q1 		$313K Hold
5,612
– – 0.03% 332
2024
Q4 		$304K Hold
5,612
– – 0.02% 419
2024
Q3 		$343K Hold
5,612
– – 0.03% 357
2024
Q2 		$310K Hold
5,612
– – 0.02% 370
2024
Q1 		$312K Hold
5,612
– – 0.02% 399
2023
Q4 		$297K Buy
+5,612
New +$274K 0.02% 397

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trust Point Inc's CGW Position: Q2 2026 in Review

Trust Point Inc sold out of Invesco S&P Global Water Index ETF (CGW) in Q2 2026, closing a stake of 5,612 shares — an estimated $359K sold.

Trust Point Inc first reported a position in CGW in Q4 2023 and held it in 9 quarters. The position peaked at $361K in Q3 2025. 32 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

  • Trust Point Inc reported no remaining Invesco S&P Global Water Index ETF position as of Q2 2026 after selling out during the quarter.
  • Trust Point Inc sold 5,612 Invesco S&P Global Water Index ETF shares in Q2 2026, an estimated $359K.
  • Trust Point Inc first reported a position in Invesco S&P Global Water Index ETF in Q4 2023 and held it in 9 quarters.
  • Trust Point Inc's Invesco S&P Global Water Index ETF position peaked at $361K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.