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 232 institutions that hold shares in the stock, with a total of 6.74 Million shares, which have been reported (via 13F filing form) to have a value of $431 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
19,493
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
18,003
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
17,495
shares
|
$1.12 Million
1.02% of portfolio
|
Q2 2025
New holding
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
16,923
shares
|
$1.08 Million
0.69% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
16,552
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
16,506
shares
|
$1.05 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
16,319
shares
|
$1.04 Million
0.59% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
15,918
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.6%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
15,239
shares
|
$973,619
0.03% of portfolio
|
Q4 2023
Reduced 4.39%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
15,231
shares
|
$973,108
0.38% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
14,092
shares
|
$900,337
0.0% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
13,761
shares
|
$879,190
0.0% of portfolio
|
Q3 2025
Added 31.43%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
13,234
shares
|
$845,520
0.0% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
12,439
shares
|
$794,727
0.01% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
11,454
shares
|
$731,796
0.36% of portfolio
|
Q3 2025
Reduced 67.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
11,031
shares
|
$704,770
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
10,992
shares
|
$702,278
0.52% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
10,500
shares
|
$670,845
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
9,717
shares
|
$620,819
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
9,206
shares
|
$588,171
0.01% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,003
shares
|
$575,201
0.0% of portfolio
|
Q3 2023
Reduced 60.7%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,000
shares
|
$575,010
0.0% of portfolio
|
Q1 2023
Reduced 0.06%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
9,000
shares
|
$575,010
0.0% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
8,861
shares
|
$566,129
0.01% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
8,808
shares
|
$562,743
0.01% of portfolio
|
Q3 2025
Added 108.97%
|
|