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 |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,700
shares
|
$212,084
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
3,640
shares
|
$208,644
0.01% of portfolio
|
Q4 2023
Added 0.3%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
3,548
shares
|
$203,371
0.0% of portfolio
|
Q2 2024
Added 108.22%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
3,500
shares
|
$200,620
0.01% of portfolio
|
Q3 2024
Reduced 11.39%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 12, 2024 Q2 2024 |
3,250
shares
|
$186,290
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
3,200
shares
|
$183,424
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,101
shares
|
$177,749
0.0% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Glassman Wealth Services
|
Aug 06, 2024 Q2 2024 |
2,934
shares
|
$168,176
0.03% of portfolio
|
Q1 2024
Added 70.68%
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
2,878
shares
|
$164,966
0.0% of portfolio
|
Q2 2024
Added 43.4%
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
2,626
shares
|
$150,522
0.0% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
2,600
shares
|
$149,032
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,473
shares
|
$141,752
0.0% of portfolio
|
Q3 2024
Reduced 18.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
2,377
shares
|
$136,249
0.0% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
2,060
shares
|
$118,079
0.01% of portfolio
|
Q3 2021
Added 20.47%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
2,000
shares
|
$114,640
0.01% of portfolio
|
Q3 2023
Reduced 16.67%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,950
shares
|
$111,774
0.01% of portfolio
|
Q2 2021
Added 39.29%
|
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
1,800
shares
|
$103,176
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
1,762
shares
|
$100,997
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
1,546
shares
|
$88,616
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
1,500
shares
|
$85,980
0.0% of portfolio
|
Q3 2022
Reduced 39.15%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
1,475
shares
|
$84,547
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Millburn Ridgefield Corp
|
Aug 14, 2024 Q2 2024 |
1,469
shares
|
$84,203
0.0% of portfolio
|
Q2 2024
Reduced 14.49%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
1,321
shares
|
$75,719
0.0% of portfolio
|
Q3 2024
Reduced 27.46%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
1,266
shares
|
$72,567
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
1,255
shares
|
$71,936
0.03% of portfolio
|
Q4 2023
Added 1.54%
|