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 207 institutions that hold shares in the stock, with a total of 6.33 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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,625
shares
|
$513,273
0.01% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
8,400
shares
|
$499,884
0.06% of portfolio
|
Q2 2023
Added 5.0%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
8,212
shares
|
$488,696
0.01% of portfolio
|
Q3 2023
Added 0.28%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
8,184
shares
|
$487,029
0.0% of portfolio
|
Q3 2024
Added 130.67%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
7,500
shares
|
$446,325
0.01% of portfolio
|
Q1 2022
Reduced 2.56%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
7,486
shares
|
$445,491
0.04% of portfolio
|
Q3 2024
Reduced 40.92%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
7,377
shares
|
$439,005
0.0% of portfolio
|
Q1 2024
Reduced 2.67%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
7,345
shares
|
$437,100
0.27% of portfolio
|
Q1 2022
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
7,257
shares
|
$431,864
0.07% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
7,167
shares
|
$426,508
0.0% of portfolio
|
Q3 2024
Added 64.38%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
7,151
shares
|
$425,556
0.15% of portfolio
|
Q4 2023
Added 0.42%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
7,139
shares
|
$424,841
0.0% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
7,025
shares
|
$418,057
0.0% of portfolio
|
Q3 2024
Added 8.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
6,960
shares
|
$414,189
0.0% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
6,945
shares
|
$413,296
0.05% of portfolio
|
Q2 2019
New holding
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
6,731
shares
|
$400,561
0.32% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,730
shares
|
$400,502
0.2% of portfolio
|
Q2 2024
Reduced 7.07%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
6,626
shares
|
$394,313
0.0% of portfolio
|
Q4 2023
Added 1.84%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
6,556
shares
|
$390,147
0.03% of portfolio
|
Q1 2024
Reduced 14.99%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
6,325
shares
|
$376,400
0.1% of portfolio
|
Q3 2023
Reduced 0.47%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
6,112
shares
|
$363,725
0.02% of portfolio
|
Q3 2024
Reduced 51.41%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
5,900
shares
|
$351,109
0.11% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
5,787
shares
|
$344,384
0.05% of portfolio
|
Q3 2024
Reduced 44.55%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
5,625
shares
|
$334,743
0.01% of portfolio
|
Q2 2024
Added 192.21%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
5,612
shares
|
$333,970
0.03% of portfolio
|
Q4 2023
New holding
|