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 210 institutions that hold shares in the stock, with a total of 6.54 Million shares, which have been reported (via 13F filing form) to have a value of $401 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
356
shares
|
$21,840
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
341
shares
|
$20,920
0.0% of portfolio
|
Q4 2024
Added 177.24%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
340
shares
|
$20,859
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
288
shares
|
$17,668
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
282
shares
|
$17,300
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
244
shares
|
$14,969
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
241
shares
|
$14,785
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
220
shares
|
$13,497
0.0% of portfolio
|
Q4 2024
Added 315.09%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
201
shares
|
$12,331
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
200
shares
|
$12,270
0.01% of portfolio
|
Q2 2022
Reduced 99.16%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
191
shares
|
$11,717
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
190
shares
|
$11,656
0.0% of portfolio
|
Q2 2018
Added 43.68%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
184
shares
|
$11,288
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
178
shares
|
$10,920
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
170
shares
|
$10,429
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
170
shares
|
$10,429
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
150
shares
|
$9,202
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
147
shares
|
$9,018
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
141
shares
|
$8,650
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
135
shares
|
$8,282
0.0% of portfolio
|
N/A
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
132
shares
|
$8,098
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
100
shares
|
$6,135
0.0% of portfolio
|
Q1 2023
Added 20.48%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
100
shares
|
$6,135
0.0% of portfolio
|
Q4 2023
Reduced 85.21%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
66
shares
|
$4,049
0.0% of portfolio
|
Q1 2024
Added 430.3%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
58
shares
|
$3,558
0.0% of portfolio
|
Q2 2024
New holding
|