Purchases and Sales Made in Q4 2022 in 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) during Q4 2022. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P GLOBAL W.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
340New |
$13.9K - $16.9K
|
340
$19.5K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
304+ 3.52% |
$12.4K - $15.1K
|
8.95K
$513K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
265New |
$10.8K - $13.2K
|
265
$15.2K
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
228New |
$9.3K - $11.3K
|
228
$13.1K
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
150New |
$6.12K - $7.46K
|
150
$8.6K
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
142+ 1.05% |
$5.79K - $7.06K
|
13.7K
$783K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
141New |
$5.75K - $7.01K
|
141
$8.08K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
124+ 1.43% |
$5.06K - $6.17K
|
8.81K
$505K
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
120+ 8.92% |
$4.89K - $5.97K
|
1.47K
$84K
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
93+ 26.72% |
$3.79K - $4.62K
|
441
$25.3K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83+ 0.05% |
$3.39K - $4.13K
|
156K
$8.96M
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
78+ 1.38% |
$3.18K - $3.88K
|
5.74K
$329K
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
57New |
$2.33K - $2.83K
|
57
$3.27K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24+ 0.35% |
$979 - $1.19K
|
6.82K
$391K
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
20New |
$816 - $995
|
20
$1.15K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16+ 0.26% |
$653 - $796
|
6.17K
$354K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
15New |
$612 - $746
|
15
$860
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
12+ 0.13% |
$489 - $597
|
8.93K
$512K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
10+ 0.68% |
$408 - $497
|
1.48K
$84.8K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
5+ 1.49% |
$204 - $249
|
340
$19.5K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 1.26% |
$122 - $149
|
241
$13.8K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-13- 19.7% |
$530 - $646
|
53
$3.04K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-52- 0.59% |
$2.12K - $2.59K
|
8.8K
$504K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-54- 0.67% |
$2.2K - $2.69K
|
8.04K
$461K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-64- 1.65% |
$2.61K - $3.18K
|
3.82K
$219K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-115- 3.87% |
$4.69K - $5.72K
|
2.86K
$164K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-127- 12.2% |
$5.18K - $6.32K
|
914
$52.4K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-165- 1.1% |
$6.73K - $8.21K
|
14.9K
$852K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-220- 2.35% |
$8.97K - $10.9K
|
9.16K
$525K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-222- 63.61% |
$9.06K - $11K
|
127
$7.28K
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-229- 98.71% |
$9.34K - $11.4K
|
3
$172
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-270- 2.91% |
$11K - $13.4K
|
9.01K
$516K
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-285- 1.81% |
$11.6K - $14.2K
|
15.4K
$885K
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-318- 0.92% |
$13K - $15.8K
|
34.3K
$1.96M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-443- 10.79% |
$18.1K - $22K
|
3.66K
$210K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-456- 0.71% |
$18.6K - $22.7K
|
63.6K
$3.64M
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-627- 24.25% |
$25.6K - $31.2K
|
1.96K
$112K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-830- 50.0% |
$33.9K - $41.3K
|
830
$47.6K
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.06K- 5.3% |
$43.1K - $52.6K
|
18.9K
$1.08M
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.31K- 1.37% |
$53.4K - $65.1K
|
94.6K
$5.42M
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.43K- 2.02% |
$58.4K - $71.2K
|
69.5K
$3.98M
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.52K- 1.65% |
$62.2K - $75.8K
|
90.6K
$5.19M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.53K- 2.18% |
$62.3K - $75.9K
|
68.5K
$3.93M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.55K- 6.21% |
$63.1K - $76.9K
|
23.3K
$1.34M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.6K- 4.23% |
$65.2K - $79.5K
|
36.2K
$2.07M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.99K- 17.51% |
$81.2K - $99K
|
9.38K
$538K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.11K- 29.17% |
$86K - $105K
|
5.12K
$294K
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.27K- 6.44% |
$92.4K - $113K
|
32.9K
$1.89M
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.3K- 25.68% |
$93.8K - $114K
|
6.66K
$381K
|