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 |
|---|---|---|---|---|---|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
5,900
shares
|
$376,951
0.1% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
5,616
shares
|
$358,806
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
5,612
shares
|
$358,550
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
5,525
shares
|
$352,992
0.09% of portfolio
|
Q4 2024
Reduced 12.65%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
5,388
shares
|
$344,239
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
5,139
shares
|
$328,330
0.08% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
5,125
shares
|
$327,436
0.0% of portfolio
|
Q2 2025
Added 166.23%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
5,108
shares
|
$326,350
0.03% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
5,100
shares
|
$325,839
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
5,005
shares
|
$319,769
0.06% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
4,836
shares
|
$308,972
0.01% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
4,835
shares
|
$308,908
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,760
shares
|
$304,116
0.01% of portfolio
|
Q2 2025
Added 11.84%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
4,702
shares
|
$300,410
0.04% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
4,502
shares
|
$287,632
0.1% of portfolio
|
Q1 2025
Reduced 51.64%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
4,475
shares
|
$285,907
0.01% of portfolio
|
Q3 2025
Added 107.66%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
4,459
shares
|
$284,885
0.12% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
4,416
shares
|
$282,138
0.06% of portfolio
|
Q1 2023
Reduced 14.98%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
4,234
shares
|
$270,510
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
4,218
shares
|
$269,488
0.01% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
4,170
shares
|
$266,421
0.02% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
4,123
shares
|
$263,418
0.0% of portfolio
|
Q3 2025
Added 55.58%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
4,108
shares
|
$262,460
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
4,089
shares
|
$261,246
0.01% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
4,013
shares
|
$256,390
0.01% of portfolio
|
Q1 2025
Reduced 39.22%
|
|