Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
250+ 1.39% |
$19.5K - $22.4K
|
18.2K
$664K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
246+ 1.3% |
$19.2K - $22.1K
|
19.2K
$700K
|
|
Nov 12, 2021
Q3 2021
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
240+ 3.85% |
$18.7K - $21.5K
|
6.47K
$236K
|
|
Nov 15, 2021
Q3 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
237+ 7.98% |
$18.5K - $21.3K
|
3.21K
$117K
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
234+ 1.67% |
$18.3K - $21K
|
14.2K
$520K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
206+ 6.29% |
$16.1K - $18.5K
|
3.48K
$127K
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
200New |
$15.6K - $17.9K
|
200
$7.31K
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
196+ 1.8% |
$15.3K - $17.6K
|
11.1K
$405K
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
192New |
$15K - $17.2K
|
192
$7.02K
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
180+ 4.91% |
$14K - $16.1K
|
3.85K
$141K
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
175+ 90.67% |
$13.7K - $15.7K
|
368
$13.4K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
173New |
$13.5K - $15.5K
|
173
$6.32K
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
150+ 3.97% |
$11.7K - $13.5K
|
3.93K
$143K
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
145New |
$11.3K - $13K
|
145
$5.3K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
132+ 0.19% |
$10.3K - $11.8K
|
70.6K
$2.58M
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
115New |
$8.97K - $10.3K
|
115
$4.2K
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
110+ 41.67% |
$8.58K - $9.86K
|
374
$13.7K
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
108+ 3.14% |
$8.43K - $9.69K
|
3.55K
$130K
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
105+ 1.47% |
$8.19K - $9.42K
|
7.23K
$264K
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100+ 12.5% |
$7.8K - $8.97K
|
900
$32.9K
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
98+ 51.04% |
$7.64K - $8.79K
|
290
$10.6K
|
|
Oct 14, 2021
Q3 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
92+ 1.71% |
$7.18K - $8.25K
|
5.49K
$200K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
60+ 133.33% |
$4.68K - $5.38K
|
105
$3.84K
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
50New |
$3.9K - $4.48K
|
50
$1.83K
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
42+ 0.24% |
$3.28K - $3.77K
|
17.9K
$653K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28+ 3.37% |
$2.18K - $2.51K
|
859
$31.4K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
20+ 0.47% |
$1.56K - $1.79K
|
4.3K
$157K
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
18+ 0.11% |
$1.4K - $1.61K
|
16K
$585K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15+ 0.45% |
$1.17K - $1.35K
|
3.34K
$122K
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
15+ 1.76% |
$1.17K - $1.35K
|
865
$31.6K
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
2+ 0.14% |
$156 - $179
|
1.45K
$52.9K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.03% |
$156 - $179
|
7.14K
$261K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1- 0.35% |
$78 - $89.7
|
284
$10.4K
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2- 0.08% |
$156 - $179
|
2.55K
$93.2K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-18- 1.47% |
$1.4K - $1.61K
|
1.21K
$44.1K
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-19- 0.41% |
$1.48K - $1.7K
|
4.65K
$170K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-21- 3.9% |
$1.64K - $1.88K
|
517
$18.9K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-33- 2.28% |
$2.57K - $2.96K
|
1.42K
$51.7K
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-35- 4.13% |
$2.73K - $3.14K
|
812
$29.7K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-40Closed |
$3.12K - $3.59K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-45- 1.12% |
$3.51K - $4.04K
|
3.99K
$146K
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-51Closed |
$3.98K - $4.57K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-55Closed |
$4.29K - $4.93K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-57- 0.76% |
$4.45K - $5.11K
|
7.44K
$272K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-57Closed |
$4.45K - $5.11K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-65- 0.17% |
$5.07K - $5.83K
|
37.6K
$1.37M
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-67- 8.86% |
$5.23K - $6.01K
|
689
$25.2K
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-72- 0.58% |
$5.62K - $6.46K
|
12.2K
$448K
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-75- 0.89% |
$5.85K - $6.73K
|
8.36K
$306K
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-82- 18.68% |
$6.4K - $7.35K
|
357
$13K
|