Purchases and Sales Made in Q1 2023 in Invesco ETF Tr Ii Solar ETF (TAN)

TAN Quotes by TradingView

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
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

BUY
 -
30
New
$2.08K - $2.48K
30 $1.1K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
26
+ 53.06%
$1.8K - $2.15K
75 $2.74K
Nov 04, 2024 Q1 2023
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
25
New
$1.74K - $2.07K
25 $914
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
20
New
$1.39K - $1.65K
20 $731
Apr 25, 2023 Q1 2023
Millburn Ridgefield Corp

BUY
 -
18
+ 0.86%
$1.25K - $1.49K
2.11K $77.2K
May 12, 2023 Q1 2023
Catalyst Capital Advisors LLC

Huntington, NY
BUY
 -
18
+ 0.86%
$1.25K - $1.49K
2.11K $77.2K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
15
+ 0.46%
$1.04K - $1.24K
3.27K $119K
Apr 21, 2023 Q1 2023
Janiczek Wealth Management, LLC

BUY
 -
12
+ 120.0%
$833 - $992
22 $804
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
12
+ 0.36%
$833 - $992
3.38K $123K
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
12
+ 0.36%
$833 - $992
3.38K $123K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
4
+ 0.39%
$278 - $331
1.04K $37.8K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
1
+ 0.05%
$69.4 - $82.6
1.95K $71.1K
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

SELL
 -
-8
- 1.34%
$555 - $661
591 $21.6K
May 08, 2023 Q1 2023
Rpg Investment Advisory, LLC

SELL
 -
-10
- 0.22%
$694 - $826
4.64K $170K
May 01, 2023 Q1 2023
Mascoma Wealth Management LLC

SELL
 -
-25
- 7.76%
$1.74K - $2.07K
297 $10.9K
May 04, 2023 Q1 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-31
- 40.26%
$2.15K - $2.56K
46 $1.68K
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-36
- 3.2%
$2.5K - $2.97K
1.09K $39.8K
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

SELL
 -
-36
- 20.45%
$2.5K - $2.97K
140 $5.12K
Apr 18, 2023 Q1 2023
Greenhouse Wealth Management, LLC

SELL
 -
-38
- 0.51%
$2.64K - $3.14K
7.48K $273K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-45
- 42.86%
$3.12K - $3.72K
60 $2.19K
Jan 02, 2024 Q1 2023
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-50
- 1.29%
$3.47K - $4.13K
3.83K $140K
May 15, 2023 Q1 2023
Stephens Inc

SELL
 -
-99
- 2.23%
$6.87K - $8.18K
4.35K $159K
Apr 27, 2023 Q1 2023
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-108
- 7.43%
$7.5K - $8.92K
1.35K $49.1K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-110
- 1.99%
$7.64K - $9.09K
5.42K $198K
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-110
- 29.41%
$7.64K - $9.09K
264 $9.65K
May 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
SELL
 -
-112
- 3.74%
$7.77K - $9.25K
2.88K $105K
Apr 11, 2023 Q1 2023
Lex Aurum Advisors, LLC

SELL
 -
-120
- 4.12%
$8.33K - $9.92K
2.8K $102K
May 16, 2023 Q1 2023
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-121
- 35.59%
$8.4K - $10K
219 $8K
Apr 26, 2023 Q1 2023
Benedetti & Gucer, Inc.

SELL
 -
-130
- 4.19%
$9.02K - $10.7K
2.97K $109K
Apr 28, 2023 Q1 2023
Adirondack Trust CO

SELL
 -
-140
- 59.57%
$9.72K - $11.6K
95 $3.47K
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

SELL
 -
-150
- 86.71%
$10.4K - $12.4K
23 $840
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
SELL
 -
-155
- 20.03%
$10.8K - $12.8K
619 $22.6K
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

SELL
 -
-155
- 2.26%
$10.8K - $12.8K
6.7K $245K
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

SELL
 -
-158
- 3.12%
$11K - $13.1K
4.91K $179K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-182
- 2.69%
$12.6K - $15K
6.59K $241K
May 15, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-184
- 92.0%
$12.8K - $15.2K
16 $585
Apr 28, 2023 Q1 2023
Invst, LLC

Indianapolis, IN
SELL
 -
-194
- 2.03%
$13.5K - $16K
9.35K $342K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

SELL
 -
-200
- 5.66%
$13.9K - $16.5K
3.33K $122K
May 15, 2024 Q1 2023
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-208
- 3.0%
$14.4K - $17.2K
6.72K $245K
May 10, 2023 Q1 2023
Purus Wealth Management, LLC

SELL
 -
-212
- 1.9%
$14.7K - $17.5K
10.9K $399K
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

SELL
 -
-220
- 85.94%
$15.3K - $18.2K
36 $1.32K
Apr 17, 2023 Q1 2023
City Holding CO

SELL
 -
-225
- 3.21%
$15.6K - $18.6K
6.78K $248K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-225
- 2.48%
$15.6K - $18.6K
8.83K $323K
May 03, 2023 Q1 2023
Fagan Associates, Inc.

SELL
 -
-225
- 1.28%
$15.6K - $18.6K
17.3K $632K
Apr 04, 2023 Q1 2023
Bank Of New Hampshire

SELL
 -
-237
- 1.53%
$16.5K - $19.6K
15.3K $558K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-245
- 7.08%
$17K - $20.2K
3.21K $117K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-247
- 1.49%
$17.1K - $20.4K
16.4K $598K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

SELL
 -
-278
- 2.68%
$19.3K - $23K
10.1K $369K
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-310
- 9.56%
$21.5K - $25.6K
2.93K $107K

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