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 207 institutions that hold shares in the stock, with a total of 6.33 Million shares, which have been reported (via 13F filing form) to have a value of $330 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,800
shares
|
$93,888
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,762
shares
|
$91,905
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
1,500
shares
|
$78,240
0.0% of portfolio
|
Q3 2022
Reduced 39.15%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
1,475
shares
|
$76,936
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
1,321
shares
|
$68,903
0.0% of portfolio
|
Q3 2024
Reduced 27.46%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,266
shares
|
$66,034
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
1,255
shares
|
$65,460
0.03% of portfolio
|
Q4 2023
Added 1.54%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,000
shares
|
$52,160
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
1,000
shares
|
$52,160
0.01% of portfolio
|
Q4 2023
Added 1786.79%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$52,160
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
971
shares
|
$50,647
0.01% of portfolio
|
Q1 2019
Reduced 19.82%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
963
shares
|
$50,230
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
937
shares
|
$48,873
0.03% of portfolio
|
Q4 2023
Added 1.63%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
914
shares
|
$47,674
0.01% of portfolio
|
Q4 2022
Reduced 12.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
817
shares
|
$42,614
0.0% of portfolio
|
Q3 2024
Added 16.55%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
814
shares
|
$42,458
0.0% of portfolio
|
Q3 2022
Reduced 12.38%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
800
shares
|
$41,728
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
658
shares
|
$34,321
0.0% of portfolio
|
Q3 2024
Added 509.26%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
534
shares
|
$27,853
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
522
shares
|
$27,227
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
515
shares
|
$26,862
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
500
shares
|
$26,080
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
497
shares
|
$25,923
0.0% of portfolio
|
Q3 2024
Added 16.94%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
486
shares
|
$25,349
0.02% of portfolio
|
Q2 2024
Reduced 6.18%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
486
shares
|
$25,349
0.0% of portfolio
|
Q3 2024
Reduced 45.15%
|