Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.6KNew |
$1.02M - $1.08M
|
16.6K
$1.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.72KNew |
$597K - $636K
|
9.72K
$628K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.61KNew |
$345K - $367K
|
5.61K
$363K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.7KNew |
$227K - $242K
|
3.7K
$239K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.47K+ 55.58% |
$90.4K - $96.3K
|
4.12K
$266K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.1K+ 14.67% |
$67.5K - $72K
|
8.6K
$556K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
900+ 12.95% |
$55.3K - $58.9K
|
7.85K
$507K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
886New |
$54.4K - $58K
|
886
$57.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
419+ 2.64% |
$25.7K - $27.4K
|
16.3K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
391+ 38.33% |
$24K - $25.6K
|
1.41K
$91.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
319New |
$19.6K - $20.9K
|
319
$20.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
157+ 4.18% |
$9.64K - $10.3K
|
3.92K
$253K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
150New |
$9.21K - $9.81K
|
150
$9.69K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
140+ 1.9% |
$8.6K - $9.16K
|
7.5K
$484K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
100+ 2.04% |
$6.14K - $6.54K
|
5.01K
$323K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
99New |
$6.08K - $6.48K
|
99
$6.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
68New |
$4.18K - $4.45K
|
68
$4.39K
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
30+ 0.2% |
$1.84K - $1.96K
|
15.2K
$984K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3+ 0.03% |
$184 - $196
|
11K
$713K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.06% |
$61.4 - $65.4
|
1.81K
$117K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-32- 11.35% |
$1.96K - $2.09K
|
250
$16.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-36- 8.35% |
$2.21K - $2.35K
|
395
$25.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-80- 1.86% |
$4.91K - $5.23K
|
4.22K
$272K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-167- 1.0% |
$10.3K - $10.9K
|
16.5K
$1.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-205- 2.26% |
$12.6K - $13.4K
|
8.86K
$572K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-225- 8.43% |
$13.8K - $14.7K
|
2.44K
$158K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.48K- 31.32% |
$90.9K - $96.9K
|
3.25K
$210K
|
|
|
Oct 07, 2025
Q3 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.5K- 1.69% |
$91.9K - $97.9K
|
87.3K
$5.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.8K- 2.99% |
$110K - $117K
|
58.2K
$3.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.52K- 2.68% |
$155K - $165K
|
91.5K
$5.91M
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-12.1K- 2.95% |
$745K - $794K
|
400K
$25.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-57K- 93.74% |
$3.5M - $3.73M
|
3.8K
$246K
|