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 |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
356
shares
|
$19,693
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
341
shares
|
$18,864
0.0% of portfolio
|
Q4 2024
Added 177.24%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
340
shares
|
$18,808
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
288
shares
|
$15,932
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
282
shares
|
$15,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
244
shares
|
$13,498
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
241
shares
|
$13,332
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
220
shares
|
$12,170
0.0% of portfolio
|
Q4 2024
Added 315.09%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
201
shares
|
$11,119
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
200
shares
|
$11,064
0.01% of portfolio
|
Q2 2022
Reduced 99.16%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
191
shares
|
$10,566
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
190
shares
|
$10,510
0.0% of portfolio
|
Q2 2018
Added 43.68%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
184
shares
|
$10,178
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
178
shares
|
$9,846
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
170
shares
|
$9,404
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
170
shares
|
$9,404
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
150
shares
|
$8,298
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
147
shares
|
$8,132
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
141
shares
|
$7,800
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
135
shares
|
$7,468
0.0% of portfolio
|
N/A
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
100
shares
|
$5,532
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
100
shares
|
$5,532
0.0% of portfolio
|
Q1 2023
Added 20.48%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
100
shares
|
$5,532
0.0% of portfolio
|
Q4 2023
Reduced 85.21%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
93
shares
|
$5,144
0.0% of portfolio
|
Q2 2023
Reduced 31.11%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
66
shares
|
$3,651
0.0% of portfolio
|
Q1 2024
Added 430.3%
|