Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
100+ 10.53% |
$5.22K - $5.67K
|
1.05K
$64.4K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
55New |
$2.87K - $3.12K
|
55
$3.37K
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
51+ 0.29% |
$2.66K - $2.89K
|
17.9K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
41+ 1.07% |
$2.14K - $2.32K
|
3.87K
$237K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
33+ 6.95% |
$1.72K - $1.87K
|
508
$31.2K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
25New |
$1.3K - $1.42K
|
25
$1.53K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20+ 0.68% |
$1.04K - $1.13K
|
2.94K
$180K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3- 0.08% |
$156 - $170
|
3.72K
$228K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15- 0.21% |
$782 - $850
|
7.3K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-32- 0.42% |
$1.67K - $1.81K
|
7.63K
$468K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-33- 0.31% |
$1.72K - $1.87K
|
10.5K
$647K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-54- 58.06% |
$2.82K - $3.06K
|
39
$2.39K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-55- 0.1% |
$2.87K - $3.12K
|
57.2K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-65- 5.55% |
$3.39K - $3.68K
|
1.11K
$67.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-78- 0.61% |
$4.07K - $4.42K
|
12.6K
$774K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 4.21% |
$5.22K - $5.67K
|
2.28K
$140K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-101- 0.13% |
$5.27K - $5.72K
|
77.5K
$4.75M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-115- 0.33% |
$6K - $6.52K
|
34.7K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-156- 3.36% |
$8.14K - $8.84K
|
4.48K
$275K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-181- 3.33% |
$9.44K - $10.3K
|
5.25K
$322K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-215- 2.5% |
$11.2K - $12.2K
|
8.38K
$514K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-217- 2.34% |
$11.3K - $12.3K
|
9.08K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-272- 1.72% |
$14.2K - $15.4K
|
15.5K
$952K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-278- 2.94% |
$14.5K - $15.8K
|
9.17K
$563K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-280- 10.69% |
$14.6K - $15.9K
|
2.34K
$143K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-282- 50.0% |
$14.7K - $16K
|
282
$17.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-285- 1.04% |
$14.9K - $16.2K
|
27.2K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-400- 5.75% |
$20.9K - $22.7K
|
6.56K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-421- 0.89% |
$22K - $23.9K
|
47K
$2.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-452- 13.92% |
$23.6K - $25.6K
|
2.8K
$172K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-492- 6.61% |
$25.7K - $27.9K
|
6.95K
$427K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-518- 4.83% |
$27K - $29.4K
|
10.2K
$626K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-550- 3.12% |
$28.7K - $31.2K
|
17.1K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-576- 0.63% |
$30K - $32.6K
|
91.1K
$5.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-800- 45.38% |
$41.7K - $45.3K
|
963
$59.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-901- 7.64% |
$47K - $51.1K
|
10.9K
$668K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.05K- 9.2% |
$54.8K - $59.5K
|
10.4K
$636K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.05K- 16.4% |
$54.8K - $59.6K
|
5.36K
$329K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.3K- 5.46% |
$67.7K - $73.5K
|
22.5K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.39K- 0.33% |
$72.5K - $78.7K
|
415K
$25.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.13K- 2.12% |
$111K - $121K
|
98.6K
$6.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-2.59K- 39.22% |
$135K - $147K
|
4.01K
$246K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.83K- 4.96% |
$148K - $161K
|
54.3K
$3.33M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.23K- 5.51% |
$168K - $183K
|
55.3K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-3.43K- 10.11% |
$179K - $195K
|
30.5K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.7K- 65.78% |
$193K - $210K
|
1.93K
$118K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-3.73K- 32.19% |
$194K - $211K
|
7.86K
$482K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-4.81K- 51.64% |
$251K - $272K
|
4.5K
$276K
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-4.97K- 6.96% |
$259K - $282K
|
66.5K
$4.08M
|