Purchases and Sales Made in Q4 2024 in 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) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P GLOBAL W.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-461- 3.51% |
$25K - $28.1K
|
12.7K
$702K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-500- 50.0% |
$27.1K - $30.5K
|
500
$27.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-563- 44.86% |
$30.5K - $34.3K
|
692
$38.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-822- 1.39% |
$44.6K - $50.1K
|
58.5K
$3.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-865- 7.04% |
$46.9K - $52.7K
|
11.4K
$631K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-965- 2.85% |
$52.3K - $58.8K
|
32.9K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-981- 13.69% |
$53.2K - $59.8K
|
6.19K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1K- 21.62% |
$54.2K - $60.9K
|
3.63K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.28K- 5.12% |
$69.4K - $78K
|
23.7K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.38K- 2.35% |
$74.9K - $84.1K
|
57.3K
$3.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.51K- 13.39% |
$81.8K - $91.9K
|
9.76K
$540K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.64K- 13.29% |
$89.1K - $100K
|
10.7K
$593K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.97K- 11.08% |
$107K - $120K
|
15.8K
$873K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-2.23K- 5.88% |
$121K - $136K
|
35.7K
$1.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.39K- 39.09% |
$129K - $146K
|
3.72K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.49K- 0.26% |
$135K - $152K
|
941K
$52M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.5K- 35.02% |
$136K - $152K
|
4.64K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.59K- 28.81% |
$141K - $158K
|
6.41K
$355K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.64K- 26.54% |
$143K - $161K
|
7.31K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.97K- 71.7% |
$161K - $181K
|
1.17K
$64.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-8.85K- 13.99% |
$480K - $539K
|
54.4K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-16.4K- 3.33% |
$888K - $998K
|
475K
$26.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-16.5K- 46.92% |
$897K - $1.01M
|
18.7K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-24.7K- 25.7% |
$1.34M - $1.51M
|
71.5K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32K- 61.68% |
$1.73M - $1.95M
|
19.9K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-34.5K- 7.66% |
$1.87M - $2.1M
|
416K
$23M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-49.2K- 8.6% |
$2.66M - $3M
|
523K
$28.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-131K- 95.91% |
$7.11M - $7.99M
|
5.59K
$309K
|