Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
526+ 19.03% |
$30.3K - $41.8K
|
3.29K
$121K
|
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
511+ 17.63% |
$29.4K - $40.6K
|
3.41K
$126K
|
|
|
Jul 19, 2022
Q2 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
511+ 17.63% |
$29.4K - $40.6K
|
3.41K
$126K
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
504+ 6.79% |
$29K - $40K
|
7.93K
$292K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
500+ 142.86% |
$28.8K - $39.7K
|
850
$31.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
480+ 13.8% |
$27.6K - $38.1K
|
3.96K
$146K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
463+ 8.11% |
$26.7K - $36.8K
|
6.17K
$227K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
434+ 2411.11% |
$25K - $34.5K
|
452
$16.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
378+ 0.61% |
$21.8K - $30K
|
62.1K
$2.29M
|
|
|
Jul 26, 2022
Q2 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
345+ 7.4% |
$19.9K - $27.4K
|
5.01K
$184K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
265+ 3.43% |
$15.3K - $21K
|
7.99K
$294K
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
226+ 1.24% |
$13K - $17.9K
|
18.5K
$682K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 72.73% |
$11.5K - $15.9K
|
475
$17.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
200New |
$11.5K - $15.9K
|
200
$7.37K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
193New |
$11.1K - $15.3K
|
193
$7.11K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
180+ 126.76% |
$10.4K - $14.3K
|
322
$11.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
171+ 237.5% |
$9.85K - $13.6K
|
243
$8.95K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
170New |
$9.79K - $13.5K
|
170
$6.26K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
157+ 1.29% |
$9.04K - $12.5K
|
12.3K
$454K
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
155+ 2.01% |
$8.93K - $12.3K
|
7.87K
$290K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
146+ 231.75% |
$8.41K - $11.6K
|
209
$7.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
130+ 15.29% |
$7.49K - $10.3K
|
980
$36.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
120+ 4.24% |
$6.91K - $9.53K
|
2.95K
$109K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
100+ 3.53% |
$5.76K - $7.94K
|
2.93K
$108K
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
BUY
|
- |
97+ 0.35% |
$5.59K - $7.7K
|
27.5K
$1.01M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
83+ 3.68% |
$4.78K - $6.59K
|
2.34K
$86.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
75+ 1.0% |
$4.32K - $5.96K
|
7.58K
$279K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
71New |
$4.09K - $5.64K
|
71
$2.61K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
69New |
$3.97K - $5.48K
|
69
$2.54K
|
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
67New |
$3.86K - $5.32K
|
67
$2.47K
|
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
65+ 12.26% |
$3.74K - $5.16K
|
595
$21.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
50+ 1.6% |
$2.88K - $3.97K
|
3.17K
$117K
|
|
|
Aug 15, 2022
Q2 2022
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
50+ 33.33% |
$2.88K - $3.97K
|
200
$7.37K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
45New |
$2.59K - $3.57K
|
45
$1.66K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
40New |
$2.3K - $3.18K
|
40
$1.47K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
39+ 0.27% |
$2.25K - $3.1K
|
14.2K
$524K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
26New |
$1.5K - $2.06K
|
26
$958
|
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
25New |
$1.44K - $1.99K
|
25
$921
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21+ 0.16% |
$1.21K - $1.67K
|
13K
$479K
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19+ 0.27% |
$1.09K - $1.51K
|
7.03K
$259K
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
15+ 0.48% |
$864 - $1.19K
|
3.12K
$115K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
8New |
$461 - $635
|
8
$295
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2+ 0.0% |
$115 - $159
|
49K
$1.81M
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$57.6 - $79.4
|
7.01K
$258K
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8- 0.11% |
$461 - $635
|
6.98K
$257K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-9- 0.3% |
$518 - $715
|
2.94K
$108K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-15- 0.32% |
$864 - $1.19K
|
4.72K
$174K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-25- 0.07% |
$1.44K - $1.99K
|
33.4K
$1.23M
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-25Closed |
$1.44K - $1.99K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-30Closed |
$1.73K - $2.38K
|
0
$0
|