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 251 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $329 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,710
shares
|
$55,318
0.0% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
1,573
shares
|
$50,886
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,446
shares
|
$46,778
0.08% of portfolio
|
Q4 2021
Reduced 0.14%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
1,425
shares
|
$46,098
0.0% of portfolio
|
Q4 2024
Reduced 38.58%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,350
shares
|
$43,672
0.0% of portfolio
|
Q3 2022
Added 58.82%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,304
shares
|
$42,184
0.01% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,286
shares
|
$41,602
0.01% of portfolio
|
Q4 2022
Reduced 11.86%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,252
shares
|
$40,502
0.0% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,225
shares
|
$39,628
0.0% of portfolio
|
Q4 2024
Reduced 32.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,186
shares
|
$38,367
0.0% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,166
shares
|
$37,720
0.02% of portfolio
|
Q4 2021
Added 16.48%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,161
shares
|
$37,558
0.0% of portfolio
|
Q1 2025
Added 116000.0%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
1,132
shares
|
$36,620
0.01% of portfolio
|
Q1 2025
Added 113.58%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,117
shares
|
$36,134
0.0% of portfolio
|
Q4 2024
Added 48.54%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,027
shares
|
$33,223
0.01% of portfolio
|
Q4 2022
Added 17.37%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
1,020
shares
|
$32,997
0.04% of portfolio
|
Q4 2022
Reduced 12.45%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
1,000
shares
|
$32,350
0.0% of portfolio
|
Q1 2024
Reduced 17.29%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
975
shares
|
$31,541
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
928
shares
|
$30,020
0.01% of portfolio
|
Q2 2024
Reduced 56.39%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
907
shares
|
$29,341
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
877
shares
|
$28,370
0.0% of portfolio
|
Q1 2024
Reduced 40.22%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
876
shares
|
$28,338
0.0% of portfolio
|
Q1 2024
Reduced 5.4%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
800
shares
|
$25,880
0.0% of portfolio
|
Q2 2022
Reduced 11.11%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
772
shares
|
$24,974
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
689
shares
|
$22,289
0.05% of portfolio
|
Q3 2021
Reduced 8.86%
|