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 |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
112
shares
|
$3,623
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
104
shares
|
$3,364
0.0% of portfolio
|
Q1 2025
Added 48.57%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
100
shares
|
$3,235
0.0% of portfolio
|
Q4 2023
Reduced 98.62%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
100
shares
|
$3,235
0.0% of portfolio
|
Q1 2025
Reduced 66.1%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
95
shares
|
$3,073
0.0% of portfolio
|
Q1 2023
Reduced 59.57%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
82
shares
|
$2,652
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
80
shares
|
$2,588
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
71
shares
|
$2,296
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
69
shares
|
$2,232
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
59
shares
|
$1,908
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
56
shares
|
$1,811
0.0% of portfolio
|
Q1 2025
Reduced 53.72%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
55
shares
|
$1,779
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
55
shares
|
$1,779
0.0% of portfolio
|
Q3 2024
Reduced 92.31%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
55
shares
|
$1,779
0.0% of portfolio
|
Q4 2023
Reduced 47.62%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
50
shares
|
$1,617
0.0% of portfolio
|
Q3 2024
Reduced 54.95%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
50
shares
|
$1,617
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
50
shares
|
$1,617
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
47
shares
|
$1,520
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
44
shares
|
$1,423
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
40
shares
|
$1,294
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
40
shares
|
$1,294
0.0% of portfolio
|
Q1 2024
Reduced 91.98%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
40
shares
|
$1,294
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
40
shares
|
$1,294
0.0% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
38
shares
|
$1,229
0.0% of portfolio
|
Q1 2025
Reduced 72.26%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
36
shares
|
$1,164
0.0% of portfolio
|
Q1 2024
New holding
|