Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
140+ 0.95% |
$4.26K - $5.12K
|
14.8K
$471K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
107+ 1.49% |
$3.26K - $3.92K
|
7.31K
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
91+ 5.62% |
$2.77K - $3.33K
|
1.71K
$54.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
82New |
$2.5K - $3K
|
82
$2.6K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
55New |
$1.68K - $2.01K
|
55
$1.75K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
40New |
$1.22K - $1.46K
|
40
$1.27K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
34New |
$1.04K - $1.24K
|
34
$1.08K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34+ 48.57% |
$1.04K - $1.24K
|
104
$3.3K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
28+ 12.61% |
$853 - $1.02K
|
250
$7.93K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6New |
$183 - $220
|
6
$190
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3New |
$91.4 - $110
|
3
$95.2
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-13- 43.33% |
$396 - $476
|
17
$539
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-24- 0.09% |
$731 - $878
|
26.5K
$841K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-30- 14.63% |
$914 - $1.1K
|
175
$5.55K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-38- 1.24% |
$1.16K - $1.39K
|
3.02K
$95.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-65- 53.72% |
$1.98K - $2.38K
|
56
$1.78K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-94- 25.75% |
$2.86K - $3.44K
|
271
$8.6K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-99- 72.26% |
$3.02K - $3.62K
|
38
$1.21K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 17.3% |
$3.05K - $3.66K
|
478
$15.2K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-110- 1.39% |
$3.35K - $4.03K
|
7.83K
$248K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-113- 17.2% |
$3.44K - $4.14K
|
544
$17.3K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-114- 15.72% |
$3.47K - $4.17K
|
611
$19.4K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-125- 9.53% |
$3.81K - $4.58K
|
1.19K
$37.6K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-131- 17.63% |
$3.99K - $4.79K
|
612
$19.4K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-136- 16.89% |
$4.14K - $4.98K
|
669
$21.2K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-195- 66.1% |
$5.94K - $7.14K
|
100
$3.17K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-200- 2.5% |
$6.09K - $7.32K
|
7.8K
$248K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-200- 4.96% |
$6.09K - $7.32K
|
3.83K
$122K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-284- 2.25% |
$8.65K - $10.4K
|
12.4K
$392K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-400- 44.44% |
$12.2K - $14.6K
|
500
$15.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-427- 53.24% |
$13K - $15.6K
|
375
$11.9K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-505- 5.55% |
$15.4K - $18.5K
|
8.59K
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-662- 3.8% |
$20.2K - $24.2K
|
16.8K
$531K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-706- 16.03% |
$21.5K - $25.8K
|
3.7K
$117K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-738- 15.83% |
$22.5K - $27K
|
3.92K
$125K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-743- 6.47% |
$22.6K - $27.2K
|
10.7K
$341K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-750- 19.13% |
$22.8K - $27.5K
|
3.17K
$101K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-772- 15.79% |
$23.5K - $28.3K
|
4.12K
$131K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-800- 0.32% |
$24.4K - $29.3K
|
246K
$7.81M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-804- 15.51% |
$24.5K - $29.4K
|
4.38K
$139K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-874- 69.37% |
$26.6K - $32K
|
386
$12.2K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-918- 2.53% |
$28K - $33.6K
|
35.4K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-1.03K- 4.93% |
$31.3K - $37.6K
|
19.8K
$628K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.08K- 11.69% |
$32.8K - $39.4K
|
8.14K
$258K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.2K- 2.2% |
$36.5K - $43.8K
|
53.3K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.4K- 9.2% |
$42.6K - $51.1K
|
13.8K
$437K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.53K- 4.75% |
$46.5K - $55.9K
|
30.6K
$971K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.56K- 11.52% |
$47.6K - $57.2K
|
12K
$381K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.81K- 5.85% |
$55.2K - $66.3K
|
29.2K
$926K
|