WAT
CGW icon

Wealth Advisory Team’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Wealth Advisory Team’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 		$686K Buy
+10,443
New +$669K 0.56% 26
2025
Q4 		$944K Buy
+14,984
New +$958K 0.83% 19
2025
Q2 		$1.09M Buy
+17,495
New +$1.03M 1.02% 17

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
TICI
TriCert Investment Counsel Inc. Waterloo $1.07B AUM
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

Wealth Advisory Team's CGW Position: Q2 2026 in Review

Wealth Advisory Team opened a new position in Invesco S&P Global Water Index ETF (CGW) in Q2 2026: 10,443 shares worth $686K. The stake represents 0.56% of the portfolio and ranks #26 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in CGW as recently as Q4 2025.

Wealth Advisory Team first reported a position in CGW in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.09M in Q2 2025. 138 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

  • Wealth Advisory Team held 10,443 shares of Invesco S&P Global Water Index ETF worth $686K as of Q2 2026.
  • Invesco S&P Global Water Index ETF was a new Wealth Advisory Team position in Q2 2026.
  • Invesco S&P Global Water Index ETF made up 0.56% of Wealth Advisory Team's portfolio in Q2 2026, its #26 holding.
  • Wealth Advisory Team first reported a position in Invesco S&P Global Water Index ETF in Q2 2025 and has held it in 3 quarters since.
  • Wealth Advisory Team's Invesco S&P Global Water Index ETF position peaked at $1.09M in Q2 2025.
  • 138 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.