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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
3,626
shares
|
$229,489
0.0% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,271
shares
|
$207,021
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,260
shares
|
$206,325
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
3,250
shares
|
$205,692
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,065
shares
|
$193,983
0.0% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
2,990
shares
|
$189,237
0.0% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
2,942
shares
|
$186,199
0.0% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
2,934
shares
|
$185,692
0.03% of portfolio
|
Q1 2024
Added 70.68%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,796
shares
|
$176,958
0.01% of portfolio
|
Q1 2025
Reduced 13.92%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
2,790
shares
|
$176,579
0.0% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,712
shares
|
$171,642
0.0% of portfolio
|
Q1 2025
Added 29.02%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,473
shares
|
$156,516
0.0% of portfolio
|
Q3 2024
Reduced 18.62%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,339
shares
|
$148,035
0.0% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,277
shares
|
$144,111
0.0% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
2,155
shares
|
$136,389
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,060
shares
|
$130,377
0.01% of portfolio
|
Q3 2021
Added 20.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,950
shares
|
$123,415
0.01% of portfolio
|
Q2 2021
Added 39.29%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,925
shares
|
$121,833
0.0% of portfolio
|
Q1 2025
Reduced 65.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,806
shares
|
$114,301
0.0% of portfolio
|
Q1 2025
Added 121.6%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,800
shares
|
$113,922
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
1,658
shares
|
$104,934
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,600
shares
|
$101,264
0.0% of portfolio
|
Q4 2024
Added 1900.0%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,500
shares
|
$94,935
0.0% of portfolio
|
Q3 2022
Reduced 39.15%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
1,475
shares
|
$93,352
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
1,454
shares
|
$92,023
0.04% of portfolio
|
Q4 2024
New holding
|