CGW INVESCO EXCH TRADED FD TR II
FollowS&P GBL WATER (fund)
Filings received so far for Q3 2026: 12 13F filers report a position in CGW shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Baron Financial Group, LLC | 82,603 | $5.15M | 2.51% | -122 | 13F-HRTimeline |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 27,964 | $1.74M | 1.05% | +3,748 | 13F-HRTimeline |
| Prism Advisors, Inc. | 20,890 | $1.33M | 0.33% | -100 | 13F-HRTimeline |
| Apella Capital, LLC | 16,406 | $1.04M | 0.01% | +1,070 | 13F-HRTimeline |
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 11,101 | $707K | <0.01% | +844 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 8,208 | $512K | <0.01% | +137 | 13F-HRTimeline |
| Castle Rock Wealth Management, LLC | 4,217 | $270K | 0.05% | -933 | 13F-HRTimeline |
| Versant Capital Management, Inc | 1,266 | $78.9K | 0.01% | 0 | 13F-HRTimeline |
| Rosenberg Matthew Hamilton | 410 | $25.6K | <0.01% | 0 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 295 | $18.4K | <0.01% | 0 | 13F-HRTimeline |
| HARBOR INVESTMENT ADVISORY, LLC | 150 | $9.35K | <0.01% | 0 | 13F-HRTimeline |
| Trust Co | 8 | $499 | <0.01% | 0 | 13F-HRTimeline |