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 211 institutions that hold shares in the stock, with a total of 6.61 Million shares, which have been reported (via 13F filing form) to have a value of $413 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
132
shares
|
$8,257
0.0% of portfolio
|
Q1 2025
New holding
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
100
shares
|
$6,256
0.0% of portfolio
|
Q1 2023
Added 20.48%
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
100
shares
|
$6,256
0.0% of portfolio
|
Q4 2023
Reduced 85.21%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
66
shares
|
$4,128
0.0% of portfolio
|
Q1 2024
Added 430.3%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
58
shares
|
$3,628
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
55
shares
|
$3,440
0.01% of portfolio
|
Q1 2025
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
50
shares
|
$3,128
0.0% of portfolio
|
Q2 2023
New holding
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
39
shares
|
$2,439
0.0% of portfolio
|
Q1 2025
Reduced 58.06%
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
36
shares
|
$2,252
0.0% of portfolio
|
Q1 2024
New holding
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
30
shares
|
$1,876
0.0% of portfolio
|
Q4 2020
New holding
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
25
shares
|
$1,564
0.0% of portfolio
|
Q1 2025
New holding
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
20
shares
|
$1,251
0.0% of portfolio
|
Q4 2022
New holding
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
20
shares
|
$1,251
0.0% of portfolio
|
Q4 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|