Purchases and Sales Made in Q4 2024 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 2024. 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 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.67K+ 16.09% |
$145K - $163K
|
19.3K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
751+ 8.64% |
$40.7K - $45.8K
|
9.45K
$513K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
500New |
$27.1K - $30.5K
|
500
$27.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
473+ 0.72% |
$25.6K - $28.8K
|
66.1K
$3.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
411New |
$22.3K - $25K
|
411
$22.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
400+ 82.3% |
$21.7K - $24.4K
|
886
$48.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
318+ 2.34% |
$17.2K - $19.4K
|
13.9K
$756K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
282New |
$15.3K - $17.2K
|
282
$15.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
268+ 3.11% |
$14.5K - $16.3K
|
8.89K
$483K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
264+ 6.39% |
$14.3K - $16.1K
|
4.4K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
105+ 2.82% |
$5.69K - $6.4K
|
3.83K
$208K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
67+ 0.91% |
$3.63K - $4.08K
|
7.44K
$404K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
47+ 0.72% |
$2.55K - $2.86K
|
6.6K
$359K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
41+ 0.27% |
$2.22K - $2.5K
|
15.2K
$827K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
40+ 2.27% |
$2.17K - $2.44K
|
1.8K
$97.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
20New |
$1.08K - $1.22K
|
20
$1.09K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
8+ 0.12% |
$434 - $487
|
6.74K
$366K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-11- 2.26% |
$596 - $670
|
475
$25.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-70- 0.25% |
$3.79K - $4.26K
|
28K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-72- 14.49% |
$3.9K - $4.39K
|
425
$23.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-255- 0.28% |
$13.8K - $15.5K
|
91.7K
$4.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-392- 10.77% |
$21.2K - $23.9K
|
3.25K
$176K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-461- 3.51% |
$25K - $28.1K
|
12.7K
$689K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-2.23K- 5.88% |
$121K - $136K
|
35.7K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.39K- 39.09% |
$129K - $146K
|
3.72K
$202K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.59K- 28.81% |
$141K - $158K
|
6.41K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-8.85K- 13.99% |
$480K - $539K
|
54.4K
$2.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-24.7K- 25.7% |
$1.34M - $1.51M
|
71.5K
$3.88M
|