Purchases and Sales Made in Q4 2023 in Invesco ETF Tr Ii S&P Global W (CGW)

CGW Quotes by TradingView

This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Global W (CGW) during Q4 2023. 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
Jan 30, 2024 Q4 2023
Phoenix Wealth Advisors

BUY
 -
691
+ 10.88%
$30.7K - $36.9K
7.04K $386K
Feb 13, 2024 Q4 2023
Widmann Financial Services, Inc.

BUY
 -
464
+ 3.56%
$20.6K - $24.8K
13.5K $741K
Feb 09, 2024 Q4 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
451
+ 11.64%
$20.1K - $24.1K
4.33K $237K
Feb 14, 2024 Q4 2023
Planning Capital Management Corp

Paoli, PA
BUY
 -
356
New
$15.8K - $19K
356 $19.5K
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
350
New
$15.6K - $18.7K
350 $19.2K
Jan 18, 2024 Q4 2023
Transform Wealth, LLC

BUY
 -
288
+ 3.88%
$12.8K - $15.4K
7.71K $423K
Mar 04, 2024 Q4 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
244
+ 100.0%
$10.8K - $13K
488 $26.8K
Feb 02, 2024 Q4 2023
Evolution Advisers, Inc.

BUY
 -
220
New
$9.78K - $11.8K
220 $12.1K
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
200
+ 2.55%
$8.89K - $10.7K
8.03K $441K
Feb 15, 2024 Q4 2023
Main Management LLC

San Francisco, CA
BUY
 -
200
New
$8.89K - $10.7K
200 $11K
Jan 10, 2024 Q4 2023
Bkm Wealth Management, LLC

Brookfield, WI
BUY
 -
140
New
$6.22K - $7.48K
140 $7.68K
Feb 13, 2024 Q4 2023
Cibc Private Wealth Group, LLC

BUY
 -
120
+ 1.84%
$5.34K - $6.42K
6.63K $363K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
100
+ 4.08%
$4.45K - $5.35K
2.55K $140K
May 15, 2024 Q4 2023
Clear Point Advisors Inc.

Melville, NY
BUY
 -
82
New
$3.65K - $4.38K
82 $4.5K
Feb 14, 2024 Q4 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
80
+ 0.41%
$3.56K - $4.28K
19.8K $1.09M
Feb 14, 2024 Q4 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
61
+ 0.1%
$2.71K - $3.26K
61.6K $3.38M
Feb 13, 2024 Q4 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
46
+ 0.41%
$2.05K - $2.46K
11.2K $613K
Feb 05, 2024 Q4 2023
Transcend Capital Advisors, LLC

BUY
 -
31
+ 0.69%
$1.38K - $1.66K
4.53K $248K
Feb 01, 2024 Q4 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
30
+ 0.42%
$1.33K - $1.6K
7.15K $392K
Jan 23, 2024 Q4 2023
Carolina Wealth Advisors, LLC

BUY
 -
29
+ 5.93%
$1.29K - $1.55K
518 $28.4K
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
21
+ 0.3%
$934 - $1.12K
6.98K $383K
Feb 12, 2024 Q4 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
19
+ 1.54%
$845 - $1.02K
1.26K $68.8K
Feb 09, 2024 Q4 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
17
+ 0.28%
$756 - $909
6.09K $334K
Feb 01, 2024 Q4 2023
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
15
+ 1.63%
$667 - $802
937 $51.4K
Feb 06, 2024 Q4 2023
Spire Wealth Management

BUY
 -
11
+ 0.3%
$489 - $588
3.64K $200K
Feb 02, 2024 Q4 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
4
+ 1.66%
$178 - $214
245 $13.4K
Jan 10, 2024 Q4 2023
Park Avenue Securities LLC

BUY
 -
4
+ 0.03%
$178 - $214
12K $660K
Feb 14, 2024 Q4 2023
Creative Planning

Overland Park, KS
BUY
 -
4
+ 0.03%
$178 - $214
11.6K $634K
Feb 20, 2024 Q4 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
3
+ 1.56%
$133 - $160
195 $10.7K
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
0
New
$0 - $0
0 $0
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 09, 2024 Q4 2023
Resurgent Financial Advisors LLC

Atlanta, GA
SELL
 -
-22
- 0.53%
$978 - $1.18K
4.15K $228K
Feb 01, 2024 Q4 2023
Cwm, LLC

SELL
 -
-30
- 0.98%
$1.33K - $1.6K
3.03K $166K
Feb 08, 2024 Q4 2023
Fca Corp

Houston, TX
SELL
 -
-32
- 0.06%
$1.42K - $1.71K
57K $3.12M
Feb 12, 2024 Q4 2023
Scotia Capital Inc.

SELL
 -
-50
- 1.11%
$2.22K - $2.67K
4.44K $244K
Feb 07, 2024 Q4 2023
Janney Montgomery Scott LLC

SELL
 -
-55
- 0.72%
$2.45K - $2.94K
7.58K $416K
Feb 12, 2024 Q4 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-57
- 0.67%
$2.53K - $3.05K
8.48K $465K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

SELL
 -
-62
- 1.58%
$2.76K - $3.31K
3.87K $212K
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-72
- 3.4%
$3.2K - $3.85K
2.05K $112K
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-94
- 0.11%
$4.18K - $5.03K
85K $4.66M
Feb 05, 2024 Q4 2023
Kestra Private Wealth Services, LLC

SELL
 -
-148
- 1.59%
$6.58K - $7.91K
9.18K $503K
Jan 09, 2024 Q4 2023
Key Client Fiduciary Advisors, LLC

SELL
 -
-162
- 1.88%
$7.2K - $8.66K
8.44K $463K
Jan 24, 2024 Q4 2023
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-196
- 1.7%
$8.71K - $10.5K
11.4K $623K
Feb 02, 2024 Q4 2023
Gould Asset Management LLC

Claremont, CA
SELL
 -
-205
- 3.76%
$9.11K - $11K
5.25K $288K
Feb 13, 2024 Q4 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-205
- 2.86%
$9.11K - $11K
6.97K $382K
Feb 09, 2024 Q4 2023
Meridian Investment Counsel Inc.

Lafayette, CA
SELL
 -
-345
- 4.76%
$15.3K - $18.4K
6.9K $378K
Feb 12, 2024 Q4 2023
Blair William & CO

Chicago, IL
SELL
 -
-403
- 13.27%
$17.9K - $21.5K
2.63K $144K
Jan 29, 2024 Q4 2023
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-417
- 3.56%
$18.5K - $22.3K
11.3K $620K
Feb 28, 2024 Q4 2023
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-450
- 8.45%
$20K - $24.1K
4.88K $267K

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