Purchases and Sales Made in Q1 2024 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 2024. 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 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.04KNew |
$42.7K - $54.2K
|
1.04K
$38.3K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.04K+ 2.84% |
$42.6K - $54K
|
37.5K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.03KNew |
$42.4K - $53.7K
|
1.03K
$38K
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
968+ 19.03% |
$39.8K - $50.4K
|
6.06K
$223K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
948+ 3.27% |
$39K - $49.4K
|
30K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
946+ 727.69% |
$38.9K - $49.3K
|
1.08K
$39.6K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
928+ 77.33% |
$38.1K - $48.3K
|
2.13K
$78.4K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
760New |
$31.2K - $39.6K
|
760
$28K
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
660+ 13.02% |
$27.1K - $34.4K
|
5.73K
$211K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
400+ 8.15% |
$16.4K - $20.8K
|
5.31K
$196K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
363+ 1.5% |
$14.9K - $18.9K
|
24.6K
$906K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
272+ 1133.33% |
$11.2K - $14.2K
|
296
$10.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
246+ 27.77% |
$10.1K - $12.8K
|
1.13K
$41.7K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
231+ 1.51% |
$9.49K - $12K
|
15.5K
$572K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
187+ 5.11% |
$7.69K - $9.74K
|
3.85K
$142K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
172+ 71.97% |
$7.07K - $8.96K
|
411
$15.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
124+ 30.1% |
$5.1K - $6.46K
|
536
$19.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
121+ 7.03% |
$4.97K - $6.3K
|
1.84K
$67.9K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
120+ 3.07% |
$4.93K - $6.25K
|
4.02K
$148K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
100New |
$4.11K - $5.21K
|
100
$3.68K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
74+ 1.02% |
$3.04K - $3.85K
|
7.31K
$269K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
67+ 4.7% |
$2.75K - $3.49K
|
1.49K
$55K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
61+ 5.08% |
$2.51K - $3.18K
|
1.26K
$46.4K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
60+ 0.45% |
$2.47K - $3.12K
|
13.3K
$489K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
58New |
$2.38K - $3.02K
|
58
$2.14K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
54New |
$2.22K - $2.81K
|
54
$1.99K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
50+ 0.02% |
$2.06K - $2.6K
|
248K
$9.12M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
46+ 0.49% |
$1.89K - $2.4K
|
9.45K
$348K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
45+ 97.83% |
$1.85K - $2.34K
|
91
$3.35K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
41New |
$1.69K - $2.13K
|
41
$1.51K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
37New |
$1.52K - $1.93K
|
37
$1.36K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
36New |
$1.48K - $1.87K
|
36
$1.33K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
12New |
$493 - $625
|
12
$442
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5New |
$206 - $260
|
5
$184
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2New |
$82.2 - $104
|
2
$73.7
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-9- 25.71% |
$370 - $469
|
26
$958
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-15- 3.86% |
$617 - $781
|
374
$13.8K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-21- 2.06% |
$863 - $1.09K
|
1K
$36.8K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-45- 33.58% |
$1.85K - $2.34K
|
89
$3.28K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-45- 49.45% |
$1.85K - $2.34K
|
46
$1.69K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45- 0.26% |
$1.85K - $2.34K
|
17.4K
$643K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-50- 5.4% |
$2.06K - $2.6K
|
876
$32.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-52- 3.29% |
$2.14K - $2.71K
|
1.53K
$56.3K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-55- 1.47% |
$2.26K - $2.86K
|
3.68K
$136K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-65- 75.58% |
$2.67K - $3.38K
|
21
$773
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 30.77% |
$4.11K - $5.21K
|
225
$8.29K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-105- 28.0% |
$4.32K - $5.47K
|
270
$9.94K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-117- 39.39% |
$4.81K - $6.09K
|
180
$6.63K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-181- 7.24% |
$7.44K - $9.42K
|
2.32K
$85.4K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-196- 6.47% |
$8.06K - $10.2K
|
2.83K
$104K
|