Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.48K+ 9.82% |
$103K - $122K
|
16.6K
$605K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.44KNew |
$99.7K - $119K
|
1.44K
$52.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.42K+ 3.71% |
$98.3K - $117K
|
39.5K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.37K+ 1.3% |
$94.8K - $113K
|
106K
$3.87M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
1.22K+ 7.8% |
$84.6K - $101K
|
16.9K
$616K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.21K+ 31.31% |
$84.1K - $100K
|
5.08K
$186K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 17.6% |
$70.5K - $83.9K
|
6.78K
$248K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
958+ 6.48% |
$66.5K - $79.2K
|
15.8K
$576K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
898+ 2.59% |
$62.3K - $74.2K
|
35.6K
$1.3M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
799New |
$55.5K - $66K
|
799
$29.2K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
789+ 26.17% |
$54.8K - $65.2K
|
3.8K
$139K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
783+ 4.54% |
$54.3K - $64.7K
|
18K
$659K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
750+ 3.36% |
$52.1K - $62K
|
23.1K
$842K
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
676+ 5.13% |
$46.9K - $55.9K
|
13.8K
$506K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
619+ 1.78% |
$43K - $51.1K
|
35.4K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
600New |
$41.6K - $49.6K
|
600
$21.9K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
600New |
$41.6K - $49.6K
|
600
$21.9K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
595+ 18.16% |
$41.3K - $49.2K
|
3.87K
$141K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
502New |
$34.8K - $41.5K
|
502
$18.3K
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
340+ 4.47% |
$23.6K - $28.1K
|
7.94K
$290K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
334+ 6.02% |
$23.2K - $27.6K
|
5.88K
$215K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
331+ 2.81% |
$23K - $27.4K
|
12.1K
$442K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
308New |
$21.4K - $25.5K
|
308
$11.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
307+ 0.79% |
$21.3K - $25.4K
|
39.2K
$1.43M
|
|
|
May 04, 2023
Q1 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
277+ 8.28% |
$19.2K - $22.9K
|
3.62K
$132K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
270+ 41.47% |
$18.7K - $22.3K
|
921
$33.7K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
261+ 11.5% |
$18.1K - $21.6K
|
2.53K
$92.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
250New |
$17.4K - $20.7K
|
250
$9.14K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
208+ 5.8% |
$14.4K - $17.2K
|
3.79K
$139K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
206+ 0.15% |
$14.3K - $17K
|
134K
$4.89M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200New |
$13.9K - $16.5K
|
200
$7.31K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
199+ 42.34% |
$13.8K - $16.4K
|
669
$24.4K
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
190+ 6.33% |
$13.2K - $15.7K
|
3.19K
$117K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
189New |
$13.1K - $15.6K
|
189
$6.91K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
184+ 1150.0% |
$12.8K - $15.2K
|
200
$7.31K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
171+ 2.88% |
$11.9K - $14.1K
|
6.1K
$223K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
147+ 3.03% |
$10.2K - $12.1K
|
5K
$183K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
136+ 10.42% |
$9.44K - $11.2K
|
1.44K
$52.7K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
125+ 3.48% |
$8.68K - $10.3K
|
3.72K
$136K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
122New |
$8.47K - $10.1K
|
122
$4.46K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
100+ 10.0% |
$6.94K - $8.26K
|
1.1K
$40.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
100New |
$6.94K - $8.26K
|
100
$3.65K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
97+ 0.62% |
$6.73K - $8.02K
|
15.7K
$574K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
69+ 23.39% |
$4.79K - $5.7K
|
364
$13.3K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
65+ 6.5% |
$4.51K - $5.37K
|
1.07K
$38.9K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
60+ 1.22% |
$4.16K - $4.96K
|
5K
$183K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
60+ 24.0% |
$4.16K - $4.96K
|
310
$11.3K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
47+ 167.86% |
$3.26K - $3.88K
|
75
$2.74K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
40New |
$2.78K - $3.31K
|
40
$1.46K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
39+ 0.76% |
$2.71K - $3.22K
|
5.2K
$190K
|