Purchases and Sales Made in Q4 2025 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 2025. 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 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
16.7KNew |
$1.05M - $1.1M
|
16.7K
$1.07M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.48K+ 106.99% |
$597K - $625K
|
18.3K
$1.17M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.74K+ 372.99% |
$424K - $445K
|
8.55K
$546K
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
3.5K+ 0.87% |
$220K - $231K
|
403K
$25.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.65K+ 8.02% |
$167K - $175K
|
35.7K
$2.28M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
510New |
$32.1K - $33.6K
|
510
$32.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
192+ 2.78% |
$12.1K - $12.7K
|
7.1K
$454K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
130New |
$8.18K - $8.58K
|
130
$8.31K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
117+ 300.0% |
$7.36K - $7.72K
|
156
$9.97K
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
89+ 0.55% |
$5.6K - $5.87K
|
16.4K
$1.05M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
17+ 0.48% |
$1.07K - $1.12K
|
3.53K
$225K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-166- 1.33% |
$10.4K - $11K
|
12.3K
$784K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-995- 23.86% |
$62.6K - $65.7K
|
3.18K
$203K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.02K- 9.28% |
$64.5K - $67.6K
|
10K
$639K
|
|
|
Jan 08, 2026
Q4 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-2.54K- 2.9% |
$160K - $167K
|
84.8K
$5.42M
|
|
|
Jan 23, 2026
Q4 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-45.5K- 68.45% |
$2.87M - $3M
|
21K
$1.34M
|
|