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 |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
173
shares
|
$8,348
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
146
shares
|
$7,045
0.0% of portfolio
|
Q2 2024
Reduced 30.14%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
131
shares
|
$6,322
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
125
shares
|
$6,032
0.0% of portfolio
|
Q1 2022
Reduced 68.75%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
116
shares
|
$5,598
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
112
shares
|
$5,405
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
104
shares
|
$5,019
0.0% of portfolio
|
Q1 2025
Added 48.57%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
100
shares
|
$4,826
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$4,826
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
100
shares
|
$4,826
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
100
shares
|
$4,826
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
100
shares
|
$4,826
0.0% of portfolio
|
Q1 2025
Reduced 66.1%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
95
shares
|
$4,584
0.0% of portfolio
|
Q1 2023
Reduced 59.57%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
80
shares
|
$3,860
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
71
shares
|
$3,426
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
69
shares
|
$3,329
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
60
shares
|
$2,895
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
59
shares
|
$2,847
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
56
shares
|
$2,702
0.0% of portfolio
|
Q1 2025
Reduced 53.72%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
55
shares
|
$2,654
0.0% of portfolio
|
Q4 2023
Reduced 47.62%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
55
shares
|
$2,654
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
55
shares
|
$2,654
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
50
shares
|
$2,413
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
50
shares
|
$2,413
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
50
shares
|
$2,413
0.0% of portfolio
|
Q3 2024
Reduced 54.95%
|