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 213 institutions that hold shares in the stock, with a total of 6.68 Million shares, which have been reported (via 13F filing form) to have a value of $393 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
19,493
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
18,981
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
17,911
shares
|
$1.06 Million
0.74% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
17,053
shares
|
$1 Million
0.77% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
16,528
shares
|
$973,664
0.05% of portfolio
|
Q1 2025
Added 15.48%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
15,511
shares
|
$913,753
0.0% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
15,400
shares
|
$907,214
0.38% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
15,239
shares
|
$897,729
0.03% of portfolio
|
Q4 2023
Reduced 4.39%
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
15,216
shares
|
$896,374
0.66% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
14,355
shares
|
$845,653
0.0% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,108
shares
|
$772,192
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
12,695
shares
|
$747,862
0.0% of portfolio
|
Q4 2024
Added 55.12%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
12,611
shares
|
$742,914
0.01% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
10,889
shares
|
$641,470
0.0% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
10,539
shares
|
$620,852
0.47% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
10,500
shares
|
$618,555
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
10,365
shares
|
$610,602
0.0% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
10,202
shares
|
$600,999
0.03% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
9,200
shares
|
$541,972
0.0% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
9,171
shares
|
$540,263
0.01% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
9,170
shares
|
$540,204
0.01% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
9,075
shares
|
$534,608
0.02% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,003
shares
|
$530,366
0.0% of portfolio
|
Q3 2023
Reduced 60.7%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,000
shares
|
$530,190
0.0% of portfolio
|
Q1 2023
Reduced 0.06%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
8,400
shares
|
$494,844
0.06% of portfolio
|
Q2 2023
Added 5.0%
|