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 211 institutions that hold shares in the stock, with a total of 6.61 Million shares, which have been reported (via 13F filing form) to have a value of $413 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
3,871
shares
|
$242,169
0.06% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,700
shares
|
$231,472
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
3,626
shares
|
$226,842
0.0% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,271
shares
|
$204,633
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,260
shares
|
$203,945
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
3,250
shares
|
$203,320
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,065
shares
|
$191,746
0.0% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
2,990
shares
|
$187,054
0.0% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
2,934
shares
|
$183,551
0.03% of portfolio
|
Q1 2024
Added 70.68%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
2,907
shares
|
$181,861
0.0% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,796
shares
|
$174,917
0.01% of portfolio
|
Q1 2025
Reduced 13.92%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
2,790
shares
|
$174,542
0.0% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,712
shares
|
$169,662
0.0% of portfolio
|
Q1 2025
Added 29.02%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,668
shares
|
$166,910
0.0% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,339
shares
|
$146,327
0.0% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,277
shares
|
$142,449
0.0% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,155
shares
|
$134,816
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,060
shares
|
$128,873
0.01% of portfolio
|
Q3 2021
Added 20.47%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,034
shares
|
$127,247
0.01% of portfolio
|
Q2 2025
Reduced 45.32%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,950
shares
|
$121,992
0.01% of portfolio
|
Q2 2021
Added 39.29%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,925
shares
|
$120,428
0.0% of portfolio
|
Q1 2025
Reduced 65.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,806
shares
|
$112,983
0.0% of portfolio
|
Q1 2025
Added 121.6%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,800
shares
|
$112,608
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
1,658
shares
|
$103,724
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,600
shares
|
$100,096
0.0% of portfolio
|
Q4 2024
Added 1900.0%
|