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 258 institutions that hold shares in the stock, with a total of 6.56 Million shares, which have been reported (via 13F filing form) to have a value of $317 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
800
shares
|
$38,608
0.0% of portfolio
|
Q2 2022
Reduced 11.11%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
773
shares
|
$37,304
0.03% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
725
shares
|
$34,988
0.0% of portfolio
|
Q2 2025
Added 18.66%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
723
shares
|
$34,891
0.0% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
689
shares
|
$33,251
0.05% of portfolio
|
Q3 2021
Reduced 8.86%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
638
shares
|
$30,789
0.0% of portfolio
|
Q3 2022
Reduced 16.38%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
628
shares
|
$30,307
0.0% of portfolio
|
Q2 2025
Added 31.38%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
612
shares
|
$29,535
0.0% of portfolio
|
Q1 2025
Reduced 17.63%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
600
shares
|
$28,956
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
600
shares
|
$28,956
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
554
shares
|
$26,736
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
548
shares
|
$26,446
0.0% of portfolio
|
Q3 2024
Reduced 27.22%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
536
shares
|
$25,867
0.0% of portfolio
|
Q2 2025
Added 43.32%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
500
shares
|
$24,130
0.0% of portfolio
|
Q2 2023
Reduced 19.22%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
500
shares
|
$24,130
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
485
shares
|
$23,406
0.0% of portfolio
|
Q2 2025
Reduced 29.51%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
441
shares
|
$21,282
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
440
shares
|
$21,234
0.0% of portfolio
|
Q3 2020
Reduced 31.25%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
414
shares
|
$19,979
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
410
shares
|
$19,786
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
390
shares
|
$18,821
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
386
shares
|
$18,628
0.0% of portfolio
|
Q1 2025
Reduced 69.37%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
374
shares
|
$18,049
0.0% of portfolio
|
Q1 2024
Reduced 3.86%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
354
shares
|
$17,084
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
350
shares
|
$16,891
0.0% of portfolio
|
Q4 2022
New holding
|