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 |
|---|---|---|---|---|---|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
310
shares
|
$10,800
0.01% of portfolio
|
Q1 2023
Added 24.0%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
307
shares
|
$10,695
0.0% of portfolio
|
Q3 2024
Reduced 96.63%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
300
shares
|
$10,452
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
285
shares
|
$9,929
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
281
shares
|
$9,790
0.0% of portfolio
|
Q2 2024
Reduced 4.75%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
250
shares
|
$8,710
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
250
shares
|
$8,710
0.0% of portfolio
|
Q3 2024
Reduced 51.83%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
243
shares
|
$8,466
0.0% of portfolio
|
Q2 2022
Added 237.5%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
243
shares
|
$8,466
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
243
shares
|
$8,466
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
239
shares
|
$8,326
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
225
shares
|
$7,839
0.0% of portfolio
|
Q1 2024
Reduced 30.77%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
200
shares
|
$6,968
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$6,968
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
195
shares
|
$6,793
0.0% of portfolio
|
Q3 2024
Reduced 15.22%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
180
shares
|
$6,271
0.0% of portfolio
|
Q1 2024
Reduced 39.39%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
146
shares
|
$5,086
0.0% of portfolio
|
Q2 2024
Reduced 30.14%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
145
shares
|
$5,051
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 14, 2024 Q2 2024 |
137
shares
|
$4,773
0.0% of portfolio
|
Q2 2024
Reduced 37.44%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
135
shares
|
$4,703
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
133
shares
|
$4,633
0.0% of portfolio
|
Q3 2023
Reduced 89.72%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
131
shares
|
$4,564
0.0% of portfolio
|
Q3 2024
Reduced 37.91%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
125
shares
|
$4,355
0.0% of portfolio
|
Q1 2022
Reduced 68.75%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
100
shares
|
$3,484
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
100
shares
|
$3,484
0.0% of portfolio
|
Q4 2023
Reduced 98.62%
|