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 |
|---|---|---|---|---|---|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
8,400
shares
|
$481,488
0.06% of portfolio
|
Q2 2023
Added 5.0%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
8,212
shares
|
$470,711
0.01% of portfolio
|
Q3 2023
Added 0.28%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
7,532
shares
|
$431,734
0.08% of portfolio
|
Q2 2024
Reduced 6.23%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
7,500
shares
|
$429,900
0.01% of portfolio
|
Q1 2022
Reduced 2.56%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
7,377
shares
|
$422,849
0.0% of portfolio
|
Q1 2024
Reduced 2.67%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
7,345
shares
|
$421,015
0.27% of portfolio
|
Q1 2022
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
7,151
shares
|
$409,895
0.15% of portfolio
|
Q4 2023
Added 0.42%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
7,025
shares
|
$402,673
0.0% of portfolio
|
Q3 2024
Added 8.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
6,980
shares
|
$400,093
0.0% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
6,945
shares
|
$398,087
0.05% of portfolio
|
Q2 2019
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 19, 2024 Q2 2024 |
6,900
shares
|
$395,508
0.12% of portfolio
|
Q4 2023
Reduced 4.76%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
6,731
shares
|
$385,820
0.32% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,730
shares
|
$385,763
0.2% of portfolio
|
Q2 2024
Reduced 7.07%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
6,728
shares
|
$385,648
0.0% of portfolio
|
Q2 2024
Added 46.64%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
6,626
shares
|
$379,802
0.0% of portfolio
|
Q4 2023
Added 1.84%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
6,556
shares
|
$375,789
0.03% of portfolio
|
Q1 2024
Reduced 14.99%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
6,325
shares
|
$362,549
0.1% of portfolio
|
Q3 2023
Reduced 0.47%
|
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
6,241
shares
|
$357,734
0.0% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
6,112
shares
|
$350,339
0.02% of portfolio
|
Q3 2024
Reduced 51.41%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
5,787
shares
|
$331,710
0.05% of portfolio
|
Q3 2024
Reduced 44.55%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
5,625
shares
|
$322,425
0.01% of portfolio
|
Q2 2024
Added 192.21%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
5,612
shares
|
$321,679
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
5,591
shares
|
$320,476
0.03% of portfolio
|
Q1 2024
Reduced 8.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
5,461
shares
|
$313,024
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
5,433
shares
|
$311,419
0.03% of portfolio
|
Q4 2023
Reduced 8.47%
|