Wealth Enhancement Advisory Services
CGW icon

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

Wealth Enhancement Advisory Services’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 		$673K Sell
10,257
-260
-2% -$16.7K ﹤0.01% 2416
2026
Q1 		$678K Buy
10,517
+510
+5% +$33.4K ﹤0.01% 2090
2025
Q4 		$643K Sell
10,007
-1,024
-9% -$65.5K ﹤0.01% 2288
2025
Q3 		$705K Buy
11,031
+3
+0% +$190 ﹤0.01% 2099
2025
Q2 		$695K Buy
11,028
+139
+1% +$8.19K ﹤0.01% 1972
2025
Q1 		$606K Sell
10,889
-901
-8% -$49.7K ﹤0.01% 1910
2024
Q4 		$639K Sell
11,790
-1,818
-13% -$107K ﹤0.01% 1813
2024
Q3 		$833K Sell
13,608
-2,657
-16% -$156K ﹤0.01% 1497
2024
Q2 		$899K Sell
16,265
-21
-0.1% -$1.18K ﹤0.01% 1330
2024
Q1 		$904K Sell
16,286
-519
-3% -$27.4K ﹤0.01% 1281
2023
Q4 		$891K Sell
16,805
-18,140
-52% -$885K ﹤0.01% 1215
2023
Q3 		$1.63M Buy
+34,945
New +$1.76M 0.01% 925
2022
Q3 		– Sell
-60,757
Closed -$2.72M – 327
2022
Q2 		$2.72M Buy
60,757
+3,847
+7% +$183K 0.04% 182
2022
Q1 		$3.01M Buy
56,910
+6,346
+13% +$337K 0.04% 164
2021
Q4 		$2.74M Buy
50,564
+26,970
+114% +$1.59M 0.04% 151
2021
Q3 		$1.38M Buy
+23,594
New +$1.36M 0.02% 175

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

Wealth Enhancement Advisory Services's CGW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco S&P Global Water Index ETF (CGW) stake by 2.5% in Q2 2026, selling an estimated $16.7K and leaving 10,257 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #2416.

Wealth Enhancement Advisory Services first reported a position in CGW in Q3 2021 and has held it in 16 quarters since. The position peaked at $3.01M in Q1 2022. 220 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 10,257 shares of Invesco S&P Global Water Index ETF worth $673K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 260 Invesco S&P Global Water Index ETF shares in Q2 2026, an estimated $16.7K.
  • Invesco S&P Global Water Index ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2416 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco S&P Global Water Index ETF in Q3 2021 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's Invesco S&P Global Water Index ETF position peaked at $3.01M in Q1 2022.
  • 220 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.