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 |
---|---|---|---|---|---|---|---|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-209- 17.29% |
$8.59K - $10.9K
|
1K
$36.8K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-214- 23.34% |
$8.8K - $11.1K
|
703
$25.9K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-227- 71.84% |
$9.33K - $11.8K
|
89
$3.28K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-255- 3.63% |
$10.5K - $13.3K
|
6.78K
$250K
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-365- 7.43% |
$15K - $19K
|
4.55K
$167K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-459- 91.98% |
$18.9K - $23.9K
|
40
$1.47K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-480- 7.81% |
$19.7K - $25K
|
5.67K
$209K
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-490- 3.15% |
$20.1K - $25.5K
|
15.1K
$556K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-512- 49.18% |
$21K - $26.7K
|
529
$19.5K
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-530- 7.14% |
$21.8K - $27.6K
|
6.9K
$254K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-535- 6.93% |
$22K - $27.9K
|
7.19K
$265K
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-566- 6.51% |
$23.3K - $29.5K
|
8.13K
$299K
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-590- 17.95% |
$24.2K - $30.7K
|
2.7K
$99.3K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-590- 40.22% |
$24.2K - $30.7K
|
877
$32.3K
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-600- 77.42% |
$24.7K - $31.2K
|
175
$6.45K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-694- 6.39% |
$28.5K - $36.1K
|
10.2K
$374K
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-701- 1.81% |
$28.8K - $36.5K
|
38K
$1.4M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-718- 10.12% |
$29.5K - $37.4K
|
6.38K
$235K
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-838- 12.79% |
$34.4K - $43.6K
|
5.71K
$210K
|
|
May 06, 2024
Q1 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-865- 1.47% |
$35.6K - $45K
|
58K
$2.14M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-868- 2.7% |
$35.7K - $45.2K
|
31.3K
$1.15M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.01K- 1.64% |
$41.6K - $52.6K
|
60.5K
$2.23M
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-1.07K- 9.16% |
$43.9K - $55.6K
|
10.6K
$390K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.14K- 46.59% |
$46.9K - $59.4K
|
1.31K
$48.2K
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-1.27K- 1.98% |
$52.3K - $66.2K
|
63.1K
$2.32M
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.35K- 10.85% |
$55.5K - $70.3K
|
11.1K
$408K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.45K- 14.09% |
$59.5K - $75.3K
|
8.82K
$325K
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.45K- 44.62% |
$59.6K - $75.5K
|
1.8K
$66.3K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.53K- 28.06% |
$62.7K - $79.4K
|
3.91K
$144K
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.73K- 7.77% |
$71.1K - $90.1K
|
20.6K
$757K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.74K- 2.5% |
$71.5K - $90.5K
|
67.9K
$2.5M
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.06K- 19.37% |
$84.7K - $107K
|
8.58K
$316K
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.23K- 20.58% |
$91.5K - $116K
|
8.59K
$316K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.27K- 85.44% |
$93.1K - $118K
|
386
$14.2K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.37K- 34.41% |
$97.2K - $123K
|
4.51K
$166K
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.38K- 50.39% |
$98K - $124K
|
2.35K
$86.4K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.5K- 76.85% |
$103K - $130K
|
753
$27.7K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.77K- 32.78% |
$114K - $144K
|
5.67K
$209K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.2K- 1.42% |
$131K - $167K
|
221K
$8.15M
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-3.83K- 15.54% |
$157K - $199K
|
20.8K
$766K
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.04KClosed |
$166K - $210K
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.35K- 7.04% |
$179K - $227K
|
57.4K
$2.12M
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-4.49K- 4.85% |
$185K - $234K
|
88.2K
$3.25M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.57K- 21.38% |
$188K - $238K
|
16.8K
$618K
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-4.65K- 33.57% |
$191K - $242K
|
9.2K
$339K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.03K- 43.34% |
$207K - $262K
|
6.58K
$242K
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-6.29K- 16.47% |
$258K - $327K
|
31.9K
$1.17M
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-8.04K- 77.52% |
$330K - $419K
|
2.33K
$85.9K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.15K- 32.63% |
$335K - $424K
|
16.8K
$620K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.18K- 16.32% |
$336K - $426K
|
42K
$1.55M
|