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 209 institutions that hold shares in the stock, with a total of 6.43 Million shares, which have been reported (via 13F filing form) to have a value of $356 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,000
shares
|
$497,880
0.0% of portfolio
|
Q1 2023
Reduced 0.06%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
8,893
shares
|
$491,960
0.01% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
8,598
shares
|
$475,641
0.0% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
8,400
shares
|
$464,688
0.05% of portfolio
|
Q2 2023
Added 5.0%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
8,212
shares
|
$454,287
0.01% of portfolio
|
Q3 2023
Added 0.28%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
7,660
shares
|
$423,751
0.0% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,500
shares
|
$414,900
0.01% of portfolio
|
Q1 2022
Reduced 2.56%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
7,486
shares
|
$414,125
0.03% of portfolio
|
Q3 2024
Reduced 40.92%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
7,444
shares
|
$411,802
0.0% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
7,345
shares
|
$406,325
0.27% of portfolio
|
Q1 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
7,312
shares
|
$404,499
0.0% of portfolio
|
Q4 2024
Reduced 26.54%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
7,257
shares
|
$401,457
0.13% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
6,957
shares
|
$384,861
0.06% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
6,945
shares
|
$384,197
0.05% of portfolio
|
Q2 2019
New holding
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
6,874
shares
|
$380,269
0.29% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
6,842
shares
|
$378,499
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,738
shares
|
$372,746
0.18% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
6,659
shares
|
$368,375
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
6,603
shares
|
$365,277
0.02% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
6,491
shares
|
$359,082
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
6,409
shares
|
$354,545
0.06% of portfolio
|
Q4 2024
Reduced 28.81%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
6,325
shares
|
$349,899
0.1% of portfolio
|
Q3 2023
Reduced 0.47%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
6,186
shares
|
$342,209
0.0% of portfolio
|
Q4 2024
Reduced 13.69%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
5,900
shares
|
$326,388
0.1% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
5,823
shares
|
$322,128
0.01% of portfolio
|
Q4 2024
Added 8.48%
|