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 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-100Closed |
$5.97K - $7.85K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-100Closed |
$5.97K - $7.85K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 11.64% |
$5.97K - $7.85K
|
759
$27.7K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-100- 56.82% |
$5.97K - $7.85K
|
76
$2.78K
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-100- 41.32% |
$5.97K - $7.85K
|
142
$5.19K
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-101- 16.81% |
$6.03K - $7.93K
|
500
$18.3K
|
|
May 09, 2022
Q1 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-104- 1.59% |
$6.2K - $8.16K
|
6.43K
$235K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-111Closed |
$6.62K - $8.71K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-115- 11.92% |
$6.86K - $9.03K
|
850
$31.1K
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-127Closed |
$7.58K - $9.97K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-130Closed |
$7.76K - $10.2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-131- 1.38% |
$7.82K - $10.3K
|
9.37K
$342K
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-149- 18.08% |
$8.89K - $11.7K
|
675
$24.7K
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-150- 4.8% |
$8.95K - $11.8K
|
2.98K
$109K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-160- 19.85% |
$9.55K - $12.6K
|
646
$23.6K
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-170- 5.17% |
$10.1K - $13.3K
|
3.12K
$114K
|
|
Apr 21, 2022
Q1 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-174- 4.64% |
$10.4K - $13.7K
|
3.58K
$131K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-194- 21.68% |
$11.6K - $15.2K
|
701
$25.6K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-200- 3.39% |
$11.9K - $15.7K
|
5.69K
$208K
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-211- 2.93% |
$12.6K - $16.6K
|
6.99K
$255K
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-214- 2.13% |
$12.8K - $16.8K
|
9.84K
$359K
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-217- 6.03% |
$12.9K - $17K
|
3.38K
$124K
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-230- 1.26% |
$13.7K - $18.1K
|
18K
$658K
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-231- 5.41% |
$13.8K - $18.1K
|
4.04K
$148K
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-250Closed |
$14.9K - $19.6K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-275- 68.75% |
$16.4K - $21.6K
|
125
$4.57K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-295- 5.69% |
$17.6K - $23.2K
|
4.89K
$179K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-295- 2.22% |
$17.6K - $23.2K
|
13K
$475K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-296Closed |
$17.7K - $23.2K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-300Closed |
$17.9K - $23.5K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-303- 0.4% |
$18.1K - $23.8K
|
74.9K
$2.74M
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-305- 9.72% |
$18.2K - $23.9K
|
2.83K
$103K
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-350- 7.09% |
$20.9K - $27.5K
|
4.59K
$168K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-357Closed |
$21.3K - $28K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-378- 2.13% |
$22.6K - $29.7K
|
17.4K
$634K
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-400- 52.08% |
$23.9K - $31.4K
|
368
$13.4K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-437- 18.42% |
$26.1K - $34.3K
|
1.94K
$70.7K
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-463- 4.13% |
$27.6K - $36.3K
|
10.7K
$392K
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-500- 6.74% |
$29.8K - $39.2K
|
6.92K
$253K
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-553- 0.59% |
$33K - $43.4K
|
93.2K
$3.4M
|
|
Apr 25, 2022
Q1 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-555Closed |
$33.1K - $43.6K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-559- 6.49% |
$33.3K - $43.9K
|
8.06K
$294K
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-566Closed |
$33.8K - $44.4K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-591- 4.92% |
$35.3K - $46.4K
|
11.4K
$417K
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
SELL
|
- |
-623- 8.39% |
$37.2K - $48.9K
|
6.8K
$249K
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-640- 7.39% |
$38.2K - $50.2K
|
8.02K
$293K
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-675- 7.99% |
$40.3K - $53K
|
7.78K
$284K
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-675- 60.81% |
$40.3K - $53K
|
435
$15.9K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-683- 11.19% |
$40.7K - $53.6K
|
5.42K
$198K
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-723Closed |
$43.1K - $56.7K
|
0
$0
|