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

Wealthstream 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
2025 Q3	$272K	Hold	4,234	–	–	0.04%	139
2025 Q2	$265K	Hold	4,234	–	–	0.04%	134
2025 Q1	$236K	Hold	4,234	–	–	0.04%	131
2024 Q4	$229K	Hold	4,234	–	–	0.04%	134
2024 Q3	$259K	Hold	4,234	–	–	0.05%	128
2024 Q2	$234K	Hold	4,234	–	–	0.09%	119
2024 Q1	$235K	Hold	4,234	–	–	0.09%	115
2023 Q4	$224K	Buy	+4,234	New	+$207K	0.09%	128
2023 Q3	–	Sell	-4,234	Closed	-$218K	–	111
2023 Q2	$218K	Hold	4,234	–	–	0.11%	89
2023 Q1	$211K	Buy	+4,234	New	+$208K	0.13%	71

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

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

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

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

Wealthstream Advisors's CGW Position: Q3 2025 in Review

Wealthstream Advisors held its Invesco S&P Global Water Index ETF (CGW) position steady in Q3 2025 at 4,234 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #139.

Wealthstream Advisors first reported a position in CGW in Q1 2023 and has held it in 10 quarters since. 207 funds tracked by Wall St. Rank hold CGW as of Q3 2025.

Wealthstream Advisors held 4,234 shares of Invesco S&P Global Water Index ETF worth $272K as of Q3 2025.
Wealthstream Advisors left its Invesco S&P Global Water Index ETF share count unchanged in Q3 2025.
Invesco S&P Global Water Index ETF made up 0.04% of Wealthstream Advisors's portfolio in Q3 2025, its #139 holding.
Wealthstream Advisors first reported a position in Invesco S&P Global Water Index ETF in Q1 2023 and has held it in 10 quarters since.
207 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.