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 227 institutions that hold shares in the stock, with a total of 6.65 Million shares, which have been reported (via 13F filing form) to have a value of $425 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
3,760
shares
|
$240,076
0.05% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,700
shares
|
$236,245
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,668
shares
|
$234,201
0.0% of portfolio
|
Q2 2025
Reduced 40.7%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,626
shares
|
$231,520
0.0% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,513
shares
|
$224,305
0.0% of portfolio
|
Q2 2025
Reduced 21.64%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
3,509
shares
|
$224,049
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 14, 2025 Q2 2025 |
3,494
shares
|
$223,091
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
3,460
shares
|
$220,921
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
3,305
shares
|
$211,024
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,271
shares
|
$208,853
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,260
shares
|
$208,151
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
3,250
shares
|
$207,512
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,205
shares
|
$204,639
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
2,990
shares
|
$190,911
0.0% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
2,934
shares
|
$187,335
0.03% of portfolio
|
Q1 2024
Added 70.68%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
2,907
shares
|
$185,611
0.0% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,712
shares
|
$173,161
0.0% of portfolio
|
Q1 2025
Added 29.02%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,668
shares
|
$170,351
0.0% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
2,650
shares
|
$169,202
0.0% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,155
shares
|
$137,596
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
2,106
shares
|
$134,468
0.0% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,060
shares
|
$131,531
0.01% of portfolio
|
Q3 2021
Added 20.47%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,034
shares
|
$129,870
0.01% of portfolio
|
Q2 2025
Reduced 45.32%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,950
shares
|
$124,507
0.01% of portfolio
|
Q2 2021
Added 39.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,806
shares
|
$115,313
0.0% of portfolio
|
Q1 2025
Added 121.6%
|