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 273 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 $375 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
738
shares
|
$25,711
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
700
shares
|
$24,388
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
689
shares
|
$24,004
0.05% of portfolio
|
Q3 2021
Reduced 8.86%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
688
shares
|
$23,969
0.0% of portfolio
|
Q3 2022
Reduced 9.35%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
655
shares
|
$22,820
0.01% of portfolio
|
Q4 2023
Added 0.15%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
638
shares
|
$22,227
0.0% of portfolio
|
Q3 2022
Reduced 16.38%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
612
shares
|
$21,322
0.0% of portfolio
|
Q2 2023
Added 28.84%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
600
shares
|
$20,904
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
586
shares
|
$20,416
0.0% of portfolio
|
Q3 2024
Added 104.9%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
585
shares
|
$20,381
0.0% of portfolio
|
Q2 2024
Reduced 99.58%
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
577
shares
|
$20,102
0.01% of portfolio
|
Q2 2024
Reduced 86.2%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
554
shares
|
$19,301
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
548
shares
|
$19,092
0.0% of portfolio
|
Q3 2024
Reduced 27.22%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
529
shares
|
$18,430
0.0% of portfolio
|
Q3 2023
Reduced 55.85%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
513
shares
|
$17,872
0.0% of portfolio
|
Q3 2024
Reduced 85.86%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
500
shares
|
$17,420
0.0% of portfolio
|
Q2 2023
Reduced 19.22%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
440
shares
|
$15,329
0.0% of portfolio
|
Q3 2020
Reduced 31.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
392
shares
|
$13,657
0.0% of portfolio
|
Q3 2024
Reduced 54.21%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
378
shares
|
$13,169
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
374
shares
|
$13,030
0.0% of portfolio
|
Q1 2024
Reduced 3.86%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
364
shares
|
$12,681
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
350
shares
|
$12,194
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
338
shares
|
$11,775
0.0% of portfolio
|
Q4 2023
Reduced 71.01%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
335
shares
|
$11,671
0.0% of portfolio
|
Q2 2024
Added 24.07%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
325
shares
|
$11,323
0.0% of portfolio
|
Q1 2022
New holding
|