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 210 institutions that hold shares in the stock, with a total of 6.45 Million shares, which have been reported (via 13F filing form) to have a value of $360 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
19,277
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 16.09%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
18,721
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 46.92%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
17,860
shares
|
$996,588
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Mar 04, 2025 Q4 2024 |
17,603
shares
|
$982,247
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
15,783
shares
|
$880,691
0.0% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
15,239
shares
|
$850,336
0.03% of portfolio
|
Q4 2023
Reduced 4.39%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
15,239
shares
|
$850,336
0.36% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Widmann Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
15,084
shares
|
$841,687
0.63% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
14,313
shares
|
$798,665
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
13,805
shares
|
$770,319
0.0% of portfolio
|
Q4 2024
Added 22.67%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,108
shares
|
$731,426
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
12,695
shares
|
$708,381
0.0% of portfolio
|
Q4 2024
Added 55.12%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
12,689
shares
|
$708,046
0.01% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
11,790
shares
|
$657,882
0.0% of portfolio
|
Q4 2024
Reduced 15.34%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,583
shares
|
$646,331
0.45% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,415
shares
|
$636,957
0.0% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
10,723
shares
|
$598,343
0.0% of portfolio
|
Q4 2024
Reduced 13.29%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
10,720
shares
|
$598,176
0.03% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
10,572
shares
|
$589,917
0.45% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
10,500
shares
|
$585,900
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
9,763
shares
|
$544,775
0.01% of portfolio
|
Q4 2024
Reduced 13.39%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
9,448
shares
|
$527,198
0.01% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
9,309
shares
|
$519,442
0.2% of portfolio
|
Q3 2024
Reduced 11.12%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
9,292
shares
|
$518,493
0.02% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,003
shares
|
$502,367
0.0% of portfolio
|
Q3 2023
Reduced 60.7%
|