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 |
|---|---|---|---|---|---|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
190
shares
|
$10,890
0.0% of portfolio
|
Q2 2018
Added 43.68%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
184
shares
|
$10,546
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
178
shares
|
$10,202
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
170
shares
|
$9,744
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
150
shares
|
$8,598
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
147
shares
|
$8,426
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
141
shares
|
$8,082
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
135
shares
|
$7,738
0.0% of portfolio
|
N/A
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
123
shares
|
$7,050
0.0% of portfolio
|
Q1 2024
Reduced 29.71%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
108
shares
|
$6,190
0.0% of portfolio
|
Q1 2022
Added 8.0%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 14, 2024 Q2 2024 |
100
shares
|
$5,732
0.0% of portfolio
|
Q4 2023
Reduced 85.21%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
100
shares
|
$5,732
0.0% of portfolio
|
Q1 2023
Added 20.48%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
93
shares
|
$5,330
0.0% of portfolio
|
Q2 2023
Reduced 31.11%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
82
shares
|
$4,700
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
80
shares
|
$4,585
0.0% of portfolio
|
Q1 2023
Reduced 38.46%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
66
shares
|
$3,783
0.0% of portfolio
|
Q1 2024
Added 430.3%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
61
shares
|
$3,496
0.0% of portfolio
|
Q3 2024
Added 10.91%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
58
shares
|
$3,324
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
53
shares
|
$3,037
0.0% of portfolio
|
Q2 2023
Reduced 84.41%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
50
shares
|
$2,866
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
36
shares
|
$2,063
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
30
shares
|
$1,719
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
20
shares
|
$1,146
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|