Wealthcare Advisory Partners’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Wealthcare Advisory Partners’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	$2.64M	Buy	40,163 +2,859	+8%	+$183K	0.05%	299
2026 Q1	$2.39M	Buy	37,304 +1,563	+4%	+$102K	0.05%	331
2025 Q4	$2.25M	Buy	35,741 +2,654	+8%	+$170K	0.04%	333
2025 Q3	$2.13M	Buy	33,087 +928	+3%	+$58.8K	0.04%	323
2025 Q2	$2.01M	Sell	32,159 -5,864	-15%	-$346K	0.05%	325
2025 Q1	$2.12M	Buy	+38,023	New	+$2.1M	0.06%	272
2024 Q4	–	Sell	-3,374	Closed	-$206K	–	893
2024 Q3	$206K	Buy	+3,374	New	+$198K	0.01%	828
2020 Q1	–	Sell	-331	Closed	-$14K	–	1488
2019 Q4	$14K	Hold	331	–	–	﹤0.01%	852
2019 Q3	$13K	Hold	331	–	–	﹤0.01%	863
2019 Q2	$12K	Hold	331	–	–	﹤0.01%	856
2019 Q1	$12K	Hold	331	–	–	﹤0.01%	769
2018 Q4	$10K	Buy	331 +7	+2%	+$230	﹤0.01%	778
2018 Q3	$11K	Hold	324	–	–	﹤0.01%	809
2018 Q2	$11K	Buy	+324	New	+$11.1K	﹤0.01%	795
2018 Q1	–	Sell	-100	Closed	-$4K	–	1095
2017 Q4	$4K	Hold	100	–	–	﹤0.01%	810
2017 Q3	$3K	Buy	+100	New	+$3.35K	﹤0.01%	713

Other funds holding CGW

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthcare Advisory Partners's CGW Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Invesco S&P Global Water Index ETF (CGW) stake by 7.7% in Q2 2026, buying an estimated $183K and bringing the position to 40,163 shares worth $2.64M. The position accounts for 0.05% of the portfolio, ranked #299.

Wealthcare Advisory Partners first reported a position in CGW in Q3 2017 and has held it in 16 quarters since. 220 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

Wealthcare Advisory Partners held 40,163 shares of Invesco S&P Global Water Index ETF worth $2.64M as of Q2 2026.
Wealthcare Advisory Partners bought 2,859 Invesco S&P Global Water Index ETF shares in Q2 2026, an estimated $183K.
Invesco S&P Global Water Index ETF made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #299 holding.
Wealthcare Advisory Partners first reported a position in Invesco S&P Global Water Index ETF in Q3 2017 and has held it in 16 quarters since.
220 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.