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 261 institutions that hold shares in the stock, with a total of 10.8 Million shares, which have been reported (via 13F filing form) to have a value of $369 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
365
shares
|
$12,523
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
350
shares
|
$12,008
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
330
shares
|
$11,322
0.01% of portfolio
|
Q4 2024
Reduced 52.86%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
325
shares
|
$11,150
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
310
shares
|
$10,636
0.01% of portfolio
|
Q1 2023
Added 24.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
300
shares
|
$10,293
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
300
shares
|
$10,293
0.0% of portfolio
|
Q4 2024
Reduced 10.45%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
295
shares
|
$10,121
0.0% of portfolio
|
Q4 2024
Added 195.0%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
286
shares
|
$9,812
0.0% of portfolio
|
Q4 2024
Reduced 51.19%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
281
shares
|
$9,641
0.0% of portfolio
|
Q2 2024
Reduced 4.75%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
250
shares
|
$8,577
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
250
shares
|
$8,577
0.0% of portfolio
|
Q3 2024
Reduced 51.83%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
243
shares
|
$8,337
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
243
shares
|
$8,337
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
239
shares
|
$8,200
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
225
shares
|
$7,719
0.0% of portfolio
|
Q1 2024
Reduced 30.77%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
222
shares
|
$7,616
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
205
shares
|
$7,033
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
200
shares
|
$6,862
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
200
shares
|
$6,862
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
195
shares
|
$6,690
0.0% of portfolio
|
Q3 2024
Reduced 15.22%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
180
shares
|
$6,175
0.0% of portfolio
|
Q1 2024
Reduced 39.39%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
146
shares
|
$5,009
0.0% of portfolio
|
Q2 2024
Reduced 30.14%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
145
shares
|
$4,974
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
137
shares
|
$4,700
0.0% of portfolio
|
Q2 2024
Reduced 37.44%
|