Institutional Ownership Invesco ETF Tr Ii S&P Global W (CGW)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Global W (CGW). We have compiled data on the 205 institutions that hold shares in the stock, with a total of 6.28 Million shares, which have been reported (via 13F filing form) to have a value of $341 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
3,962
shares
|
$215,136
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,929
shares
|
$213,344
0.0% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
3,830
shares
|
$207,969
0.05% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
3,723
shares
|
$202,158
0.01% of portfolio
|
Q4 2024
Reduced 39.09%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,700
shares
|
$200,910
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
3,519
shares
|
$191,081
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,513
shares
|
$190,755
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
3,478
shares
|
$188,855
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,460
shares
|
$187,878
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
3,250
shares
|
$176,475
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,248
shares
|
$176,366
0.01% of portfolio
|
Q4 2024
Reduced 10.77%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
3,200
shares
|
$173,760
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,101
shares
|
$168,384
0.0% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
2,934
shares
|
$159,316
0.03% of portfolio
|
Q1 2024
Added 70.68%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
2,878
shares
|
$156,275
0.0% of portfolio
|
Q2 2024
Added 43.4%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,500
shares
|
$135,750
0.0% of portfolio
|
Q2 2024
Reduced 3.85%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,473
shares
|
$134,283
0.0% of portfolio
|
Q3 2024
Reduced 18.62%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,451
shares
|
$133,089
0.0% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,377
shares
|
$129,071
0.0% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
2,060
shares
|
$111,858
0.01% of portfolio
|
Q3 2021
Added 20.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,950
shares
|
$105,885
0.01% of portfolio
|
Q2 2021
Added 39.29%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,802
shares
|
$97,848
0.0% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,800
shares
|
$97,740
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,500
shares
|
$81,450
0.0% of portfolio
|
Q3 2022
Reduced 39.15%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
1,475
shares
|
$80,092
0.04% of portfolio
|
Q3 2023
New holding
|