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 |
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,050
shares
|
$61,855
0.0% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
1,009
shares
|
$59,440
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,000
shares
|
$58,910
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,000
shares
|
$58,910
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
971
shares
|
$57,201
0.01% of portfolio
|
Q1 2019
Reduced 19.82%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
963
shares
|
$56,730
0.02% of portfolio
|
Q1 2025
Reduced 45.38%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
958
shares
|
$56,435
0.03% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
886
shares
|
$52,194
0.0% of portfolio
|
Q4 2024
Added 82.3%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
814
shares
|
$47,952
0.0% of portfolio
|
Q3 2022
Reduced 12.38%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
692
shares
|
$40,765
0.01% of portfolio
|
Q4 2024
Reduced 44.86%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
615
shares
|
$36,229
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
534
shares
|
$31,457
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
531
shares
|
$31,281
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
522
shares
|
$30,751
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
515
shares
|
$30,338
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
508
shares
|
$29,926
0.02% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
500
shares
|
$29,455
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
500
shares
|
$29,455
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
500
shares
|
$29,455
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
425
shares
|
$25,036
0.0% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
411
shares
|
$24,212
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
406
shares
|
$23,917
0.0% of portfolio
|
Q4 2024
Added 107.14%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
402
shares
|
$23,681
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
400
shares
|
$23,564
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
356
shares
|
$20,971
0.01% of portfolio
|
Q4 2023
New holding
|