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 207 institutions that hold shares in the stock, with a total of 6.33 Million shares, which have been reported (via 13F filing form) to have a value of $352 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
15,239
shares
|
$849,879
0.03% of portfolio
|
Q4 2023
Reduced 4.39%
|
|
|
Phoenix Wealth Advisors
|
Nov 08, 2024 Q3 2024 |
15,198
shares
|
$847,592
0.43% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
14,641
shares
|
$816,528
0.68% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
14,288
shares
|
$796,841
0.77% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
13,608
shares
|
$758,918
0.0% of portfolio
|
Q3 2024
Reduced 16.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
13,150
shares
|
$733,375
0.01% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
13,104
shares
|
$730,810
0.0% of portfolio
|
Q3 2024
Added 9.16%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
12,772
shares
|
$712,294
0.05% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
12,367
shares
|
$689,707
0.02% of portfolio
|
Q3 2024
Reduced 57.2%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,280
shares
|
$684,855
0.0% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
11,492
shares
|
$640,908
0.5% of portfolio
|
Q2 2024
Added 48.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
11,272
shares
|
$628,639
0.01% of portfolio
|
Q3 2024
Reduced 13.97%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
11,254
shares
|
$627,635
0.0% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
10,500
shares
|
$585,585
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
10,413
shares
|
$580,733
0.5% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
10,060
shares
|
$561,046
0.04% of portfolio
|
Q3 2024
Added 550.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
9,954
shares
|
$555,134
0.0% of portfolio
|
Q3 2024
Added 95.14%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
9,309
shares
|
$519,162
0.22% of portfolio
|
Q3 2024
Reduced 11.12%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
9,134
shares
|
$509,403
0.02% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
9,003
shares
|
$502,097
0.09% of portfolio
|
Q3 2024
Reduced 42.3%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,003
shares
|
$502,097
0.0% of portfolio
|
Q3 2023
Reduced 60.7%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,000
shares
|
$501,930
0.0% of portfolio
|
Q1 2023
Reduced 0.06%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
9,000
shares
|
$501,930
0.0% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
8,834
shares
|
$492,672
0.0% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
8,697
shares
|
$485,031
0.01% of portfolio
|
Q3 2024
Reduced 3.19%
|