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 |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
4,000
shares
|
$255,560
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
3,924
shares
|
$250,704
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
3,917
shares
|
$250,257
0.05% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
3,802
shares
|
$242,909
0.09% of portfolio
|
Q3 2025
Reduced 93.74%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,798
shares
|
$242,654
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
3,700
shares
|
$236,393
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,700
shares
|
$236,393
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,626
shares
|
$231,665
0.0% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
3,509
shares
|
$224,190
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
3,499
shares
|
$223,551
0.0% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 13, 2025 Q3 2025 |
3,497
shares
|
$223,423
0.07% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
3,406
shares
|
$217,609
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
3,305
shares
|
$211,156
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,260
shares
|
$208,281
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
3,250
shares
|
$207,642
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
3,248
shares
|
$207,514
0.0% of portfolio
|
Q3 2025
Reduced 31.32%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,205
shares
|
$204,767
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
2,990
shares
|
$191,031
0.0% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
2,934
shares
|
$187,453
0.03% of portfolio
|
Q1 2024
Added 70.68%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
2,919
shares
|
$186,494
0.0% of portfolio
|
Q3 2025
Added 38.6%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,904
shares
|
$185,536
0.0% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,712
shares
|
$173,269
0.0% of portfolio
|
Q1 2025
Added 29.02%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,443
shares
|
$156,083
0.0% of portfolio
|
Q3 2025
Reduced 8.43%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
2,060
shares
|
$131,613
0.01% of portfolio
|
Q3 2021
Added 20.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,950
shares
|
$124,585
0.01% of portfolio
|
Q2 2021
Added 39.29%
|
|