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 |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
244
shares
|
$13,249
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
201
shares
|
$10,914
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
200
shares
|
$10,860
0.01% of portfolio
|
Q2 2022
Reduced 99.16%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
196
shares
|
$10,642
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
191
shares
|
$10,371
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
190
shares
|
$10,317
0.0% of portfolio
|
Q2 2018
Added 43.68%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
184
shares
|
$9,991
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
178
shares
|
$9,665
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
170
shares
|
$9,231
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
150
shares
|
$8,145
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
147
shares
|
$7,982
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
141
shares
|
$7,656
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
135
shares
|
$7,330
0.0% of portfolio
|
N/A
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
123
shares
|
$6,678
0.0% of portfolio
|
Q1 2024
Reduced 29.71%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
120
shares
|
$6,516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
100
shares
|
$5,430
0.0% of portfolio
|
Q1 2023
Added 20.48%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
100
shares
|
$5,430
0.0% of portfolio
|
Q4 2023
Reduced 85.21%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
93
shares
|
$5,049
0.0% of portfolio
|
Q2 2023
Reduced 31.11%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
82
shares
|
$4,452
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
80
shares
|
$4,344
0.0% of portfolio
|
Q1 2023
Reduced 38.46%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
66
shares
|
$3,583
0.0% of portfolio
|
Q1 2024
Added 430.3%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
61
shares
|
$3,312
0.0% of portfolio
|
Q3 2024
Added 10.91%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
58
shares
|
$3,149
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
53
shares
|
$2,877
0.0% of portfolio
|
Q2 2023
Reduced 84.41%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
50
shares
|
$2,715
0.0% of portfolio
|
Q2 2023
New holding
|