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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
184
shares
|
$11,748
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
178
shares
|
$11,365
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
170
shares
|
$10,854
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
163
shares
|
$10,407
0.0% of portfolio
|
Q2 2025
Reduced 83.07%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
160
shares
|
$10,216
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
150
shares
|
$9,577
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
147
shares
|
$9,385
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
141
shares
|
$9,002
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
135
shares
|
$8,619
0.0% of portfolio
|
N/A
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
132
shares
|
$8,428
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
107
shares
|
$6,831
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
100
shares
|
$6,385
0.0% of portfolio
|
Q4 2023
Reduced 85.21%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
100
shares
|
$6,385
0.0% of portfolio
|
Q1 2023
Added 20.48%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
71
shares
|
$4,533
0.0% of portfolio
|
Q2 2025
Reduced 88.46%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
58
shares
|
$3,703
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
56
shares
|
$3,575
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
50
shares
|
$3,192
0.0% of portfolio
|
Q2 2025
Reduced 98.21%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
50
shares
|
$3,192
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
40
shares
|
$2,554
0.0% of portfolio
|
Q2 2025
Reduced 39.39%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
39
shares
|
$2,490
0.0% of portfolio
|
Q1 2025
Reduced 58.06%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
36
shares
|
$2,298
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
30
shares
|
$1,915
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
27
shares
|
$1,723
0.0% of portfolio
|
Q2 2025
Reduced 98.81%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
25
shares
|
$1,596
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
20
shares
|
$1,277
0.0% of portfolio
|
Q4 2022
New holding
|