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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
519
shares
|
$33,138
0.0% of portfolio
|
Q2 2025
Reduced 53.12%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
515
shares
|
$32,882
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
508
shares
|
$32,435
0.0% of portfolio
|
Q2 2025
Reduced 37.59%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
500
shares
|
$31,925
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
500
shares
|
$31,925
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
500
shares
|
$31,925
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
431
shares
|
$27,519
0.01% of portfolio
|
Q2 2025
Reduced 15.16%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
425
shares
|
$27,136
0.0% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
406
shares
|
$25,923
0.0% of portfolio
|
Q4 2024
Added 107.14%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
402
shares
|
$25,667
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
400
shares
|
$25,540
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
356
shares
|
$22,730
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
341
shares
|
$21,772
0.0% of portfolio
|
Q4 2024
Added 177.24%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
330
shares
|
$21,070
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
319
shares
|
$20,368
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
295
shares
|
$18,835
0.0% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
288
shares
|
$18,388
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
282
shares
|
$18,005
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
244
shares
|
$15,579
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
241
shares
|
$15,387
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
220
shares
|
$14,047
0.0% of portfolio
|
Q4 2024
Added 315.09%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
201
shares
|
$12,833
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
200
shares
|
$12,770
0.01% of portfolio
|
Q2 2022
Reduced 99.16%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
191
shares
|
$12,195
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
190
shares
|
$12,131
0.0% of portfolio
|
Q2 2018
Added 43.68%
|