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 231 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 $430 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
508
shares
|
$32,456
0.0% of portfolio
|
Q3 2025
Reduced 86.15%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
508
shares
|
$32,456
0.0% of portfolio
|
Q2 2025
Reduced 37.59%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
500
shares
|
$31,945
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
500
shares
|
$31,945
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
500
shares
|
$31,945
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
452
shares
|
$28,878
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
425
shares
|
$27,153
0.0% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
411
shares
|
$26,258
0.01% of portfolio
|
Q3 2025
Reduced 50.95%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
406
shares
|
$25,939
0.0% of portfolio
|
Q4 2024
Added 107.14%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
402
shares
|
$25,683
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
400
shares
|
$25,556
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
395
shares
|
$25,236
0.01% of portfolio
|
Q3 2025
Reduced 8.35%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
356
shares
|
$22,744
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
341
shares
|
$21,786
0.0% of portfolio
|
Q4 2024
Added 177.24%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
329
shares
|
$21,019
0.0% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
319
shares
|
$20,380
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
295
shares
|
$18,847
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
295
shares
|
$18,847
0.0% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
288
shares
|
$18,400
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
250
shares
|
$15,972
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
250
shares
|
$15,972
0.0% of portfolio
|
Q3 2025
Reduced 11.35%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
244
shares
|
$15,589
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
241
shares
|
$15,397
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
220
shares
|
$14,055
0.0% of portfolio
|
Q4 2024
Added 315.09%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
201
shares
|
$12,841
0.0% of portfolio
|
Q3 2024
New holding
|
|