Comprehensive Financial Consultants Institutional, Inc. CGW — INVESCO SP GLOBAL WATER INDEX ETF

Ownership history in Comprehensive Financial Consultants Institutional, Inc.  ·  17 quarters on record

AI Ownership Summary

Comprehensive Financial Consultants Institutional, Inc. reported INVESCO SP GLOBAL WATER INDEX ETF (CGW) in 17 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.24% in 2024 Q1. The latest visible filing shows CGW at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CGW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Comprehensive Financial Consultants Institutional, Inc.'s position in INVESCO SP GLOBAL WATER INDEX ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CGW was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CGW stock page Comprehensive Financial Consultants Institutional, Inc. fund profile Comprehensive Financial Consultants Institutional, Inc. full holdings
How Comprehensive Financial Consultants Institutional, Inc. held CGW — position size vs. price
% of Fund (quarterly)    CGW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 4,317 -185 -4.1% 0.08% $284K 2026-07-15 $65.62
2026 Q1 UNCHANGED — — — 4,502 — 0% 0.09% $288K 2026-05-08 $64.41
2025 Q4 UNCHANGED — — — 4,502 — 0% 0.09% $284K 2026-01-29 $65.98
2025 Q3 UNCHANGED — — — 4,502 — 0% 0.09% $289K 2025-10-16 $63.59
2025 Q2 UNCHANGED — — — 4,502 — 0% 0.09% $281K 2025-07-22 $61.70
2025 Q1 REDUCED 51.6% +12.2% ❌ 4,502 -4,807 -51.6% 0.09% $251K 2025-05-15 $59.04
2024 Q4 UNCHANGED — — — 9,309 — 0% 0.18% $505K 2025-01-24 $53.45
2024 Q3 REDUCED 11.1% -9.2% ✅ 9,309 -1,165 -11.1% 0.21% $570K 2024-10-31 $55.68
2024 Q2 UNCHANGED — — — 10,474 — 0% 0.23% $579K 2024-07-17 $56.61
2024 Q1 REDUCED 7.8% -1.4% ✅ 10,474 -883 -7.8% 0.24% $582K 2024-05-02 $54.01
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CGW

As of 2026 Q2 — sorted by position size

Baron Financial Group, LLC 3Y 2.59% Allodium Investment Consultants, LLC 0.36% Key Client Fiduciary Advisors, LLC 3Y 0.11% Castle Rock Wealth Management, LLC 3Y 7Y 0.07% Wealthcare Advisory Partners LLC 3Y 7Y 0.05% Longview Financial Advisors LLC 0.03% LRI Investments, LLC 0.03% Accurate Wealth Management, LLC 3Y 0.02% Apella Capital, LLC 3Y 0.01% Carolina Wealth Advisors, LLC 3Y 0.01%

FAQ About Comprehensive Financial Consultants Institutional, Inc. and CGW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Comprehensive Financial Consultants Institutional, Inc. reported owning CGW?

Comprehensive Financial Consultants Institutional, Inc. reported CGW across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CGW position in Comprehensive Financial Consultants Institutional, Inc.'s portfolio?

The largest reported portfolio weight for CGW was 0.24% in 2024 Q1.

What is the latest reported CGW position on this page?

The most recent filing on this page is 2026 Q2, when Comprehensive Financial Consultants Institutional, Inc. reported 4,317 shares, equal to 0.08% of portfolio, with an estimated market value of $284K.

What does the chart on this CGW ownership page compare?

The chart compares Comprehensive Financial Consultants Institutional, Inc.'s quarterly CGW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Comprehensive Financial Consultants Institutional, Inc. time their CGW position?

Based on 13F filing dates vs. subsequent CGW price moves, Comprehensive Financial Consultants Institutional, Inc. correctly timed 2 out of 9 reported position changes (22%). The annualised alpha on CGW relative to SPY over the holding period was -7.8%.

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