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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
325
shares
|
$10,513
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
310
shares
|
$10,028
0.01% of portfolio
|
Q1 2023
Added 24.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
300
shares
|
$9,705
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
300
shares
|
$9,705
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
300
shares
|
$9,705
0.0% of portfolio
|
Q4 2024
Reduced 10.45%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
286
shares
|
$9,252
0.0% of portfolio
|
Q4 2024
Reduced 51.19%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
281
shares
|
$9,090
0.0% of portfolio
|
Q2 2024
Reduced 4.75%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
271
shares
|
$8,766
0.0% of portfolio
|
Q1 2025
Reduced 25.75%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
250
shares
|
$8,087
0.0% of portfolio
|
Q3 2024
Reduced 51.83%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
250
shares
|
$8,087
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
250
shares
|
$8,087
0.0% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
243
shares
|
$7,861
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
243
shares
|
$7,861
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
239
shares
|
$7,731
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
225
shares
|
$7,278
0.0% of portfolio
|
Q1 2024
Reduced 30.77%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
200
shares
|
$6,470
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
200
shares
|
$6,470
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
195
shares
|
$6,308
0.0% of portfolio
|
Q3 2024
Reduced 15.22%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
180
shares
|
$5,823
0.0% of portfolio
|
Q1 2024
Reduced 39.39%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
175
shares
|
$5,661
0.0% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
173
shares
|
$5,596
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
146
shares
|
$4,723
0.0% of portfolio
|
Q2 2024
Reduced 30.14%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
145
shares
|
$4,690
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
131
shares
|
$4,237
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
125
shares
|
$4,043
0.0% of portfolio
|
Q1 2022
Reduced 68.75%
|