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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
3,723
shares
|
$205,956
0.01% of portfolio
|
Q4 2024
Reduced 39.09%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,700
shares
|
$204,684
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
3,626
shares
|
$200,590
0.0% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
3,250
shares
|
$179,790
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,248
shares
|
$179,679
0.01% of portfolio
|
Q4 2024
Reduced 10.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,065
shares
|
$169,555
0.0% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
2,990
shares
|
$165,406
0.0% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
2,934
shares
|
$162,308
0.03% of portfolio
|
Q1 2024
Added 70.68%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,922
shares
|
$161,645
0.0% of portfolio
|
Q4 2024
Added 19.22%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
2,619
shares
|
$144,883
0.0% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,500
shares
|
$138,300
0.0% of portfolio
|
Q2 2024
Reduced 3.85%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,473
shares
|
$136,806
0.0% of portfolio
|
Q3 2024
Reduced 18.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,377
shares
|
$131,495
0.0% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,102
shares
|
$116,282
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
2,060
shares
|
$113,959
0.01% of portfolio
|
Q3 2021
Added 20.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,950
shares
|
$107,874
0.01% of portfolio
|
Q2 2021
Added 39.29%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,802
shares
|
$99,686
0.0% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,800
shares
|
$99,576
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
1,763
shares
|
$97,529
0.04% of portfolio
|
Q4 2024
Added 83.07%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,600
shares
|
$88,512
0.0% of portfolio
|
Q4 2024
Added 1900.0%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,500
shares
|
$82,980
0.0% of portfolio
|
Q3 2022
Reduced 39.15%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
1,475
shares
|
$81,597
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
1,454
shares
|
$80,435
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
1,321
shares
|
$73,077
0.0% of portfolio
|
Q3 2024
Reduced 27.46%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,266
shares
|
$70,035
0.01% of portfolio
|
Q1 2023
New holding
|