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Twin Peaks Wealth Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Twin Peaks Wealth Advisors’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
-319
Closed -$20.4K – 581
2026
Q1 		$20.4K Buy
+319
New +$20.9K 0.01% 710
2025
Q3 		– Sell
-319
Closed -$20.6K – 509
2025
Q2 		$20.6K Buy
+319
New +$18.8K 0.01% 599

Other funds holding CGW

Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
TIC
TriCert Investment Counsel Waterloo $1.07B AUM
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Twin Peaks Wealth Advisors's CGW Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Invesco S&P Global Water Index ETF (CGW) in Q2 2026, closing a stake of 319 shares — an estimated $20.4K sold.

Twin Peaks Wealth Advisors first reported a position in CGW in Q2 2025 and held it in 2 quarters. The position peaked at $20.6K in Q2 2025. 220 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Invesco S&P Global Water Index ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 319 Invesco S&P Global Water Index ETF shares in Q2 2026, an estimated $20.4K.
  • Twin Peaks Wealth Advisors first reported a position in Invesco S&P Global Water Index ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Invesco S&P Global Water Index ETF position peaked at $20.6K in Q2 2025.
  • 220 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.