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

Vermillion 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 		$67.4K Hold
1,025
– – 0.02% 518
2026
Q1 		$65.6K Hold
1,025
– – 0.03% 179
2025
Q4 		$64.6K Buy
1,025
+16
+2% +$1.02K 0.03% 176
2025
Q3 		$64.8K Hold
1,009
– – 0.02% 509
2025
Q2 		$63.1K Hold
1,009
– – 0.03% 158
2025
Q1 		$56.2K Hold
1,009
– – 0.02% 484
2024
Q4 		$54.7K Buy
+1,009
New +$59.1K 0.03% 174

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

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

Vermillion Wealth Management held its Invesco S&P Global Water Index ETF (CGW) position steady in Q2 2026 at 1,025 shares worth $67.4K. The position accounts for 0.02% of the portfolio, ranked #518.

Vermillion Wealth Management first reported a position in CGW in Q4 2024 and has held it in 7 quarters since. 32 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

  • Vermillion Wealth Management held 1,025 shares of Invesco S&P Global Water Index ETF worth $67.4K as of Q2 2026.
  • Vermillion 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 0.02% of Vermillion Wealth Management's portfolio in Q2 2026, its #518 holding.
  • Vermillion Wealth Management first reported a position in Invesco S&P Global Water Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 32 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.