Washington Trust Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Washington Trust 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 Q1	$299K	Hold	4,679	–	–	0.02%	187
2025 Q4	$295K	Sell	4,679 -429	-8%	-$27.4K	0.02%	187
2025 Q3	$328K	Sell	5,108 -144	-3%	-$9.12K	0.03%	176
2025 Q2	$328K	Hold	5,252	–	–	0.03%	162
2025 Q1	$292K	Sell	5,252 -181	-3%	-$9.99K	0.03%	166
2024 Q4	$294K	Hold	5,433	–	–	0.02%	164
2024 Q3	$333K	Hold	5,433	–	–	0.03%	158
2024 Q2	$300K	Hold	5,433	–	–	0.03%	159
2024 Q1	$302K	Hold	5,433	–	–	0.03%	156
2023 Q4	$288K	Sell	5,433 -503	-8%	-$24.6K	0.03%	155
2023 Q3	$276K	Hold	5,936	–	–	0.03%	154
2023 Q2	$305K	Hold	5,936	–	–	0.03%	145
2023 Q1	$296K	Buy	+5,936	New	+$291K	0.03%	151
2022 Q4	–	Sell	-7,703	Closed	-$316K	–	804
2022 Q3	$316K	Sell	7,703 -220	-3%	-$10.2K	0.03%	158
2022 Q2	$350K	Sell	7,923 -2,682	-25%	-$128K	0.03%	154
2022 Q1	$556K	Sell	10,605 -752	-7%	-$40K	0.04%	142
2021 Q4	$689K	Buy	+11,357	New	+$670K	0.05%	140

Other funds holding CGW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Washington Trust Advisors's CGW Position: Q1 2026 in Review

Washington Trust Advisors held its Invesco S&P Global Water Index ETF (CGW) position steady in Q1 2026 at 4,679 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #187.

Washington Trust Advisors first reported a position in CGW in Q4 2021 and has held it in 17 quarters since. The position peaked at $689K in Q4 2021. 204 funds tracked by Wall St. Rank hold CGW as of Q1 2026.

Washington Trust Advisors held 4,679 shares of Invesco S&P Global Water Index ETF worth $299K as of Q1 2026.
Washington Trust Advisors left its Invesco S&P Global Water Index ETF share count unchanged in Q1 2026.
Invesco S&P Global Water Index ETF made up 0.02% of Washington Trust Advisors's portfolio in Q1 2026, its #187 holding.
Washington Trust Advisors first reported a position in Invesco S&P Global Water Index ETF in Q4 2021 and has held it in 17 quarters since.
Washington Trust Advisors's Invesco S&P Global Water Index ETF position peaked at $689K in Q4 2021.
204 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.