Financial Perspectives, Inc Invesco ETF Tr Ii S&P Global W Transaction History

Financial Perspectives, Inc

$331 Billion
Q2 2025

A detailed history of Financial Perspectives, Inc transactions in Invesco ETF Tr Ii S&P Global W stock. As of the latest transaction made, Financial Perspectives, Inc holds 6,944 shares of CGW stock, worth $443,166. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,944

Previous 7,257 4.31%

Holding current value

$443,166

Previous $404 Million 7.39%

% of portfolio

0.13%

Previous 0.14%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$51.36 - $62.5 $16,075 - $19,562	-313 Reduced 4.31%	6,944 $434 Million
Q4 2024 Jan 31, 2025	BUY	$54.2 - $60.92 $5,745 - $6,457	106 Added 1.48%	7,257 $393 Million
Q4 2023 Feb 01, 2024	BUY	$44.46 - $53.46 $1,333 - $1,603	30 Added 0.42%	7,151 $379 Million
Q1 2023 Jan 09, 2024	BUY	$46.82 - $51.45 $13,905 - $15,280	297 Added 4.35%	7,121 $355 Million
Q4 2022 Jan 09, 2024	BUY	$40.79 - $49.73 $978 - $1,193	24 Added 0.35%	6,824 $318 Million
Q3 2022 Jan 09, 2024	BUY	$40.78 - $50.73 $11,459 - $14,255	281 Added 4.31%	6,800 $279 Million
Q2 2022 Jan 09, 2024	BUY	$42.34 - $53.04 $38,190 - $47,842	902 Added 16.06%	6,519 $288 Million
Q4 2021 Jan 09, 2024	SELL	$55.74 - $60.9 $1,616 - $1,766	-29 Reduced 0.51%	5,617 $341 Million
Q2 2021 Jan 09, 2024	SELL	$49.72 - $54.7 $13.5 Million - $14.9 Million	-271,787 Reduced 97.96%	5,646 $303 Million
Q1 2021 Jan 09, 2024	BUY	$46.56 - $49.33 $12.7 Million - $13.4 Million	271,787 Added 4813.8%	277,433 $5.65 Million
Q4 2020 Jan 09, 2024	BUY	$41.55 - $47.04 $4,570 - $5,174	110 Added 1.99%	5,646 $264 Million
Q1 2020 Jan 09, 2024	BUY	$28.05 - $43.64 $364 - $567	13 Added 0.24%	5,536 $184 Million
Q4 2019 Jan 09, 2024	BUY	$36.94 - $41.45 $204,019 - $228,928	5,523 New	5,523 $227 Million

Others Institutions Holding CGW

# of Institutions

224

Shares Held

6.52M

Call Options Held

Put Options Held

View Full List

About INVESCO ETF TR II S&P GLOBAL W

Ticker CGW
Sector ETFs
Industry ETFs

More about CGW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Account

Financial Perspectives, Inc Invesco ETF Tr Ii S&P Global W Transaction History