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 211 institutions that hold shares in the stock, with a total of 6.59 Million shares, which have been reported (via 13F filing form) to have a value of $417 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
5,525
shares
|
$349,677
0.09% of portfolio
|
Q4 2024
Reduced 12.65%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
5,388
shares
|
$341,006
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
5,358
shares
|
$339,107
0.05% of portfolio
|
Q1 2025
Reduced 16.4%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
5,252
shares
|
$332,399
0.03% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,139
shares
|
$325,247
0.08% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
5,100
shares
|
$322,779
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
5,095
shares
|
$322,462
0.06% of portfolio
|
Q1 2024
Reduced 2.95%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
5,000
shares
|
$316,450
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
4,835
shares
|
$306,007
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
4,746
shares
|
$300,374
0.01% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
4,729
shares
|
$299,298
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
4,659
shares
|
$294,868
0.12% of portfolio
|
Q1 2024
Reduced 2.1%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
4,502
shares
|
$284,931
0.1% of portfolio
|
Q1 2025
Reduced 51.64%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,483
shares
|
$283,729
0.0% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
4,416
shares
|
$279,488
0.06% of portfolio
|
Q1 2023
Reduced 14.98%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
4,298
shares
|
$272,020
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
4,256
shares
|
$269,362
0.0% of portfolio
|
Q1 2025
Reduced 56.41%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4,255
shares
|
$269,298
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
4,234
shares
|
$267,969
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,108
shares
|
$259,995
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
4,013
shares
|
$253,982
0.01% of portfolio
|
Q1 2025
Reduced 39.22%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
4,000
shares
|
$253,160
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
3,871
shares
|
$244,995
0.06% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
3,720
shares
|
$235,438
0.01% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,700
shares
|
$234,173
0.01% of portfolio
|
Q1 2024
New holding
|