Purchases and Sales Made in Q2 2025 in 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) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P GLOBAL W.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
106K+ 33.43% |
$5.45M - $6.63M
|
423K
$27M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
60.8KNew |
$3.12M - $3.8M
|
60.8K
$3.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
60KNew |
$3.08M - $3.75M
|
60K
$3.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.5K+ 37.64% |
$1.82M - $2.22M
|
130K
$8.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
30.5K+ 32.29% |
$1.57M - $1.91M
|
125K
$7.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.1K+ 14.43% |
$980K - $1.19M
|
151K
$9.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
17.5KNew |
$899K - $1.09M
|
17.5K
$1.12M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.4K+ 29.23% |
$533K - $649K
|
45.9K
$2.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.31K+ 12.91% |
$427K - $519K
|
72.7K
$4.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.24K+ 14.31% |
$372K - $452K
|
57.8K
$3.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.11KNew |
$365K - $444K
|
7.11K
$454K
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
7.04KNew |
$362K - $440K
|
7.04K
$450K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.98KNew |
$359K - $436K
|
6.98K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
6.84K+ 1.34% |
$351K - $428K
|
516K
$33M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.56K+ 30.57% |
$337K - $410K
|
28K
$1.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.69K+ 16.59% |
$292K - $356K
|
40K
$2.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.21KNew |
$267K - $326K
|
5.21K
$333K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.73KNew |
$243K - $296K
|
4.73K
$302K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.3KNew |
$221K - $269K
|
4.3K
$275K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.16K+ 25.19% |
$214K - $260K
|
20.7K
$1.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.97KNew |
$204K - $248K
|
3.97K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.92KNew |
$202K - $245K
|
3.92K
$251K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.51KNew |
$180K - $219K
|
3.51K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
3.49KNew |
$179K - $218K
|
3.49K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.46KNew |
$178K - $216K
|
3.46K
$221K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
3.31KNew |
$170K - $207K
|
3.31K
$211K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.29K+ 6.06% |
$169K - $206K
|
57.6K
$3.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.27KNew |
$168K - $204K
|
3.27K
$209K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.26KNew |
$167K - $204K
|
3.26K
$208K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.21KNew |
$165K - $200K
|
3.21K
$205K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.2K+ 166.23% |
$164K - $200K
|
5.13K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.67K+ 10.96% |
$85.7K - $104K
|
16.9K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.56K+ 0.98% |
$80.3K - $97.7K
|
161K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.41K+ 1.72% |
$72.4K - $88.1K
|
83.2K
$5.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.35KNew |
$69.1K - $84.1K
|
1.35K
$85.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.15K+ 37.52% |
$59.1K - $71.9K
|
4.22K
$269K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.14KNew |
$58.3K - $70.9K
|
1.14K
$72.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1KNew |
$51.4K - $62.5K
|
1K
$63.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
587New |
$30.1K - $36.7K
|
587
$37.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
504+ 11.84% |
$25.9K - $31.5K
|
4.76K
$304K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
500+ 8.59% |
$25.7K - $31.3K
|
6.32K
$404K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
427+ 103.89% |
$21.9K - $26.7K
|
838
$53.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
330New |
$16.9K - $20.6K
|
330
$21.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
319New |
$16.4K - $19.9K
|
319
$20.4K
|
|
|
Oct 15, 2025
Q2 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
295New |
$15.2K - $18.4K
|
295
$18.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
232+ 2.82% |
$11.9K - $14.5K
|
8.47K
$541K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
195+ 7.89% |
$10K - $12.2K
|
2.67K
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
180+ 1.71% |
$9.24K - $11.3K
|
10.7K
$685K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
160New |
$8.22K - $10K
|
160
$10.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
139+ 1.28% |
$7.14K - $8.69K
|
11K
$705K
|
|