Purchases and Sales Made in Q1 2022 in Invesco ETF Tr Ii Solar ETF (TAN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Solar ETF (TAN) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II SOLAR ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
250+ 18.27% |
$14.9K - $19.6K
|
1.62K
$59.1K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
201+ 35.77% |
$12K - $15.8K
|
763
$27.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
200New |
$11.9K - $15.7K
|
200
$7.31K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
200+ 173.91% |
$11.9K - $15.7K
|
315
$11.5K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
186New |
$11.1K - $14.6K
|
186
$6.8K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
153+ 2.39% |
$9.13K - $12K
|
6.54K
$239K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
150New |
$8.95K - $11.8K
|
150
$5.48K
|
|
|
May 06, 2022
Q1 2022
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
150New |
$8.95K - $11.8K
|
150
$5.48K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
148+ 1.23% |
$8.83K - $11.6K
|
12.2K
$445K
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
140New |
$8.35K - $11K
|
140
$5.12K
|
|
|
Apr 28, 2022
Q1 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
133+ 3.0% |
$7.93K - $10.4K
|
4.57K
$167K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
131+ 2.84% |
$7.82K - $10.3K
|
4.74K
$173K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
123+ 2.68% |
$7.34K - $9.65K
|
4.71K
$172K
|
|
|
May 13, 2022
Q1 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
112+ 3.33% |
$6.68K - $8.79K
|
3.48K
$127K
|
|
|
Apr 27, 2022
Q1 2022
|
Epiq Partners, LLC
|
BUY
|
- |
104+ 3.83% |
$6.2K - $8.16K
|
2.82K
$103K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100+ 23.58% |
$5.97K - $7.85K
|
524
$19.1K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
92+ 3.36% |
$5.49K - $7.22K
|
2.83K
$104K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
72New |
$4.3K - $5.65K
|
72
$2.63K
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
BUY
|
- |
71+ 0.26% |
$4.24K - $5.57K
|
27.4K
$1M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
67+ 2.33% |
$4K - $5.26K
|
2.95K
$108K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
50New |
$2.98K - $3.92K
|
50
$1.83K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
50+ 15.38% |
$2.98K - $3.92K
|
375
$13.7K
|
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
BUY
|
- |
47New |
$2.8K - $3.69K
|
47
$1.72K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
30New |
$1.79K - $2.35K
|
30
$1.1K
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
25New |
$1.49K - $1.96K
|
25
$914
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
25New |
$1.49K - $1.96K
|
25
$914
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5New |
$298 - $392
|
5
$183
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 1.1% |
$59.7 - $78.5
|
90
$3.29K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-6Closed |
$358 - $471
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7Closed |
$418 - $549
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-8Closed |
$477 - $628
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9- 0.3% |
$537 - $706
|
3.03K
$111K
|
|
|
May 10, 2022
Q1 2022
|
Guild Investment Management, Inc.
|
SELL
|
- |
-10- 0.03% |
$597 - $785
|
39.4K
$1.44M
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10Closed |
$597 - $785
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-10- 1.2% |
$597 - $785
|
820
$30K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13Closed |
$776 - $1.02K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-15Closed |
$895 - $1.18K
|
0
$0
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-20- 0.59% |
$1.19K - $1.57K
|
3.37K
$123K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-20- 0.59% |
$1.19K - $1.57K
|
3.37K
$123K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-25Closed |
$1.49K - $1.96K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-26- 0.31% |
$1.55K - $2.04K
|
8.33K
$304K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-30- 18.4% |
$1.79K - $2.35K
|
133
$4.86K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-35- 4.72% |
$2.09K - $2.75K
|
706
$25.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-40Closed |
$2.39K - $3.14K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-43Closed |
$2.57K - $3.38K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-63- 2.72% |
$3.76K - $4.94K
|
2.26K
$82.4K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-65- 18.84% |
$3.88K - $5.1K
|
280
$10.2K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-71- 8.17% |
$4.24K - $5.57K
|
798
$29.2K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-75Closed |
$4.47K - $5.89K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-84Closed |
$5.01K - $6.59K
|
0
$0
|