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

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
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
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 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. 32 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.
  • 32 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.