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 |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
200
shares
|
$12,778
0.01% of portfolio
|
Q2 2022
Reduced 99.16%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
191
shares
|
$12,202
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
190
shares
|
$12,139
0.0% of portfolio
|
Q2 2018
Added 43.68%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
184
shares
|
$11,755
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
170
shares
|
$10,861
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
163
shares
|
$10,414
0.0% of portfolio
|
Q2 2025
Reduced 83.07%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
160
shares
|
$10,222
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
150
shares
|
$9,583
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
150
shares
|
$9,583
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
147
shares
|
$9,391
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
141
shares
|
$9,008
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
135
shares
|
$8,625
0.0% of portfolio
|
N/A
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
132
shares
|
$8,433
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
107
shares
|
$6,836
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
102
shares
|
$6,516
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
100
shares
|
$6,389
0.0% of portfolio
|
Q1 2023
Added 20.48%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
100
shares
|
$6,389
0.0% of portfolio
|
Q4 2023
Reduced 85.21%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
99
shares
|
$6,325
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
71
shares
|
$4,536
0.0% of portfolio
|
Q2 2025
Reduced 88.46%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
68
shares
|
$4,344
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
58
shares
|
$3,705
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
56
shares
|
$3,577
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
50
shares
|
$3,194
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
50
shares
|
$3,194
0.0% of portfolio
|
Q2 2025
Reduced 98.21%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
40
shares
|
$2,555
0.0% of portfolio
|
Q2 2025
Reduced 39.39%
|
|