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 227 institutions that hold shares in the stock, with a total of 6.65 Million shares, which have been reported (via 13F filing form) to have a value of $425 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
19,493
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
18,213
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 65.46%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
17,871
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
17,495
shares
|
$1.12 Million
1.02% of portfolio
|
Q2 2025
New holding
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
16,884
shares
|
$1.08 Million
0.74% of portfolio
|
Q2 2025
Added 10.96%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
16,673
shares
|
$1.06 Million
0.79% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Aug 05, 2025 Q2 2025 |
15,900
shares
|
$1.02 Million
0.63% of portfolio
|
Q2 2025
Reduced 11.23%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
15,239
shares
|
$973,010
0.03% of portfolio
|
Q4 2023
Reduced 4.39%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
15,201
shares
|
$970,583
0.4% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
13,713
shares
|
$875,575
0.0% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
13,521
shares
|
$863,315
0.0% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
12,705
shares
|
$811,214
0.01% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,028
shares
|
$704,137
0.0% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
10,719
shares
|
$684,408
0.53% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
10,500
shares
|
$670,425
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,470
shares
|
$668,509
0.0% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
9,066
shares
|
$578,864
0.01% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
9,012
shares
|
$575,416
0.0% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,003
shares
|
$574,841
0.0% of portfolio
|
Q3 2023
Reduced 60.7%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,000
shares
|
$574,650
0.0% of portfolio
|
Q1 2023
Reduced 0.06%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
8,959
shares
|
$572,032
0.01% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
8,777
shares
|
$560,411
0.02% of portfolio
|
Q2 2025
Reduced 13.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
8,471
shares
|
$540,873
0.0% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
8,418
shares
|
$537,489
0.06% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
8,223
shares
|
$525,038
0.0% of portfolio
|
Q2 2025
Reduced 1.91%
|