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 200 institutions that hold shares in the stock, with a total of 6.52 Million shares, which have been reported (via 13F filing form) to have a value of $377 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
16,605
shares
|
$951,798
0.01% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
15,239
shares
|
$873,499
0.03% of portfolio
|
Q4 2023
Reduced 4.39%
|
|
|
Phoenix Wealth Advisors
|
Jul 17, 2024 Q2 2024 |
15,087
shares
|
$864,786
0.42% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
14,288
shares
|
$818,988
0.77% of portfolio
|
Q4 2022
New holding
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2024 Q2 2024 |
13,815
shares
|
$791,875
0.62% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
13,608
shares
|
$780,010
0.0% of portfolio
|
Q3 2024
Reduced 16.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
13,150
shares
|
$753,758
0.01% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
13,102
shares
|
$751,006
0.01% of portfolio
|
Q2 2024
Reduced 16.91%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
12,772
shares
|
$732,091
0.05% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
12,707
shares
|
$728,365
0.0% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
12,670
shares
|
$726,244
0.06% of portfolio
|
Q1 2023
Reduced 27.08%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
12,004
shares
|
$688,069
0.0% of portfolio
|
Q2 2024
Reduced 4.77%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 15, 2024 Q2 2024 |
11,492
shares
|
$658,721
0.46% of portfolio
|
Q2 2024
Added 48.02%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
11,154
shares
|
$639,347
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
10,500
shares
|
$601,860
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Jul 31, 2024 Q2 2024 |
10,285
shares
|
$589,536
0.48% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
9,309
shares
|
$533,591
0.22% of portfolio
|
Q3 2024
Reduced 11.12%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
9,134
shares
|
$523,560
0.02% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,003
shares
|
$516,051
0.0% of portfolio
|
Q3 2023
Reduced 60.7%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
9,003
shares
|
$516,051
0.09% of portfolio
|
Q3 2024
Reduced 42.3%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,000
shares
|
$515,880
0.0% of portfolio
|
Q1 2023
Reduced 0.06%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 01, 2024 Q2 2024 |
9,000
shares
|
$515,880
0.0% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
8,995
shares
|
$515,593
0.01% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
8,753
shares
|
$501,721
0.0% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
8,697
shares
|
$498,512
0.01% of portfolio
|
Q3 2024
Reduced 3.19%
|