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 277 institutions that hold shares in the stock, with a total of 9.82 Million shares, which have been reported (via 13F filing form) to have a value of $340 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,286
shares
|
$44,547
0.01% of portfolio
|
Q4 2022
Reduced 11.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,272
shares
|
$44,062
0.0% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,255
shares
|
$43,473
0.0% of portfolio
|
Q3 2024
Reduced 57.4%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
1,220
shares
|
$42,260
0.0% of portfolio
|
Q3 2024
Reduced 78.29%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,173
shares
|
$40,632
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,166
shares
|
$40,390
0.02% of portfolio
|
Q4 2021
Added 16.48%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,161
shares
|
$40,217
0.0% of portfolio
|
Q2 2024
Reduced 30.6%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
1,132
shares
|
$39,212
0.01% of portfolio
|
Q1 2024
Added 27.77%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,027
shares
|
$35,575
0.01% of portfolio
|
Q4 2022
Added 17.37%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
1,020
shares
|
$35,332
0.04% of portfolio
|
Q4 2022
Reduced 12.45%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,006
shares
|
$34,847
0.0% of portfolio
|
Q2 2024
Reduced 6.51%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
1,000
shares
|
$34,640
0.0% of portfolio
|
Q1 2024
Reduced 17.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
930
shares
|
$32,215
0.0% of portfolio
|
Q3 2024
Reduced 8.82%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
928
shares
|
$32,145
0.01% of portfolio
|
Q2 2024
Reduced 56.39%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
877
shares
|
$30,379
0.0% of portfolio
|
Q1 2024
Reduced 40.22%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
876
shares
|
$30,344
0.0% of portfolio
|
Q1 2024
Reduced 5.4%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
856
shares
|
$29,651
0.0% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
820
shares
|
$28,404
0.0% of portfolio
|
Q3 2024
Reduced 37.69%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
800
shares
|
$27,712
0.0% of portfolio
|
Q2 2022
Reduced 11.11%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
752
shares
|
$26,049
0.0% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
738
shares
|
$25,564
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
700
shares
|
$24,248
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
689
shares
|
$23,866
0.05% of portfolio
|
Q3 2021
Reduced 8.86%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
688
shares
|
$23,832
0.0% of portfolio
|
Q3 2022
Reduced 9.35%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
655
shares
|
$22,689
0.01% of portfolio
|
Q4 2023
Added 0.15%
|