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 201 institutions that hold shares in the stock, with a total of 6.62 Million shares, which have been reported (via 13F filing form) to have a value of $387 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Washington Trust Advisors, Inc.
|
Jul 25, 2024 Q2 2024 |
5,433
shares
|
$321,470
0.03% of portfolio
|
Q4 2023
Reduced 8.47%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
5,388
shares
|
$318,807
0.25% of portfolio
|
Q4 2023
New holding
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
5,178
shares
|
$306,382
0.0% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
5,101
shares
|
$301,826
0.0% of portfolio
|
Q2 2024
Reduced 43.09%
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2024 Q2 2024 |
5,100
shares
|
$301,767
0.2% of portfolio
|
Q4 2023
New holding
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 05, 2024 Q2 2024 |
5,095
shares
|
$301,471
0.07% of portfolio
|
Q1 2024
Reduced 2.95%
|
|
Rothschild Capital Partners, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
5,026
shares
|
$297,388
0.08% of portfolio
|
Q2 2024
New holding
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
4,998
shares
|
$295,731
0.01% of portfolio
|
Q2 2024
Reduced 59.59%
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2024 Q2 2024 |
4,835
shares
|
$286,086
0.03% of portfolio
|
Q2 2024
New holding
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2024 Q2 2024 |
4,659
shares
|
$275,673
0.14% of portfolio
|
Q1 2024
Reduced 2.1%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
4,570
shares
|
$270,406
0.0% of portfolio
|
Q1 2024
Reduced 6.26%
|
|
Clayton Financial Group LLC
St. Louis, MO |
Aug 01, 2024 Q2 2024 |
4,518
shares
|
$267,330
0.11% of portfolio
|
Q1 2024
New holding
|
|
Transcend Capital Advisors, LLC
|
Jul 02, 2024 Q2 2024 |
4,435
shares
|
$262,418
0.02% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
4,417
shares
|
$261,353
0.0% of portfolio
|
Q2 2024
Reduced 7.59%
|
|
Parkside Advisors LLC
|
Jul 09, 2024 Q2 2024 |
4,416
shares
|
$261,294
0.06% of portfolio
|
Q1 2023
Reduced 14.98%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
4,360
shares
|
$257,981
0.0% of portfolio
|
Q1 2024
Added 0.81%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
4,347
shares
|
$257,211
0.0% of portfolio
|
Q2 2018
Reduced 80.22%
|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
4,290
shares
|
$253,839
0.01% of portfolio
|
Q1 2024
Reduced 1.38%
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 08, 2024 Q2 2024 |
4,235
shares
|
$250,584
0.04% of portfolio
|
Q2 2024
New holding
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2024 Q2 2024 |
4,234
shares
|
$250,525
0.09% of portfolio
|
Q4 2023
New holding
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
4,204
shares
|
$248,750
0.0% of portfolio
|
Q4 2023
New holding
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
4,015
shares
|
$237,567
0.01% of portfolio
|
Q2 2024
Added 7.64%
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2024 Q2 2024 |
4,000
shares
|
$236,680
0.01% of portfolio
|
Q4 2023
New holding
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
3,950
shares
|
$233,721
0.01% of portfolio
|
Q1 2024
Reduced 7.06%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
3,868
shares
|
$228,869
0.01% of portfolio
|
Q3 2023
Added 5.36%
|