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 |
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
50
shares
|
$2,945
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
39
shares
|
$2,297
0.0% of portfolio
|
Q1 2025
Reduced 58.06%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
36
shares
|
$2,120
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
30
shares
|
$1,767
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
25
shares
|
$1,472
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
20
shares
|
$1,178
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
20
shares
|
$1,178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1
shares
|
$58
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|