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

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

Other funds holding CGW

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

TriCert Investment Counsel Inc. 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.

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

  • TriCert Investment Counsel Inc. 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 Inc. position in Q2 2026.
  • Invesco S&P Global Water Index ETF made up 2.11% of TriCert Investment Counsel Inc.'s portfolio in Q2 2026, its #15 holding.
  • 135 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

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