Institutional Ownership Invesco ETF Tr Ii Solar ETF (TAN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Solar ETF (TAN). We have compiled data on the 279 institutions that hold shares in the stock, with a total of 9.84 Million shares, which have been reported (via 13F filing form) to have a value of $341 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
5,301
shares
|
$193,698
0.0% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
5,207
shares
|
$190,263
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
5,080
shares
|
$185,623
0.01% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
5,019
shares
|
$183,394
0.0% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$182,700
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
4,782
shares
|
$174,734
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,351
shares
|
$158,985
0.0% of portfolio
|
Q4 2022
Added 23.08%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
4,318
shares
|
$157,779
0.0% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
3,920
shares
|
$143,236
0.02% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,820
shares
|
$139,582
0.01% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
3,745
shares
|
$136,842
0.01% of portfolio
|
Q3 2024
Added 101.78%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,665
shares
|
$133,919
0.02% of portfolio
|
Q3 2022
Reduced 5.17%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,375
shares
|
$123,322
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,142
shares
|
$114,808
0.0% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,735
shares
|
$99,936
0.0% of portfolio
|
Q3 2024
Reduced 19.32%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
2,400
shares
|
$87,696
0.0% of portfolio
|
Q4 2023
Reduced 69.1%
|
|
|
Kepos Capital LP
New York, NY |
Nov 12, 2024 Q3 2024 |
2,334
shares
|
$85,284
0.04% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
2,320
shares
|
$84,772
0.01% of portfolio
|
Q1 2024
Reduced 7.24%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,062
shares
|
$75,345
0.01% of portfolio
|
Q3 2024
Added 14.05%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,945
shares
|
$71,070
0.01% of portfolio
|
Q2 2023
Reduced 0.05%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
1,805
shares
|
$65,954
0.01% of portfolio
|
Q2 2024
Added 47.35%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,478
shares
|
$54,006
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,456
shares
|
$53,202
0.01% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,446
shares
|
$52,836
0.08% of portfolio
|
Q4 2021
Reduced 0.14%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,351
shares
|
$49,365
0.0% of portfolio
|
Q3 2024
Reduced 0.52%
|