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 |
---|---|---|---|---|---|---|---|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-100- 57.14% |
$7.8K - $8.97K
|
75
$2.61K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-100- 16.61% |
$7.8K - $8.97K
|
502
$17.5K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-124Closed |
$9.67K - $11.1K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-125Closed |
$9.75K - $11.2K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-134- 1.56% |
$10.5K - $12K
|
8.48K
$295K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-150- 60.98% |
$11.7K - $13.5K
|
96
$3.34K
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-193- 85.4% |
$15.1K - $17.3K
|
33
$1.15K
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-200- 4.95% |
$15.6K - $17.9K
|
3.84K
$134K
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 24.97% |
$15.6K - $17.9K
|
601
$20.9K
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-200Closed |
$15.6K - $17.9K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-213- 31.09% |
$16.6K - $19.1K
|
472
$16.4K
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-219- 0.28% |
$17.1K - $19.6K
|
77K
$2.68M
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-229Closed |
$17.9K - $20.5K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-233- 2.93% |
$18.2K - $20.9K
|
7.72K
$269K
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-234- 19.18% |
$18.3K - $21K
|
986
$34.4K
|
|
Nov 15, 2021
Q3 2021
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-267- 9.3% |
$20.8K - $23.9K
|
2.61K
$90.8K
|
|
Nov 04, 2021
Q3 2021
|
Corbyn Investment Management Inc
|
SELL
|
- |
-280- 0.35% |
$21.8K - $25.1K
|
79.5K
$2.77M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-288- 5.34% |
$22.5K - $25.8K
|
5.1K
$178K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-295Closed |
$23K - $26.5K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-326- 2.27% |
$25.4K - $29.2K
|
14K
$489K
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-408- 1.57% |
$31.8K - $36.6K
|
25.5K
$889K
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-427Closed |
$33.3K - $38.3K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-469- 11.52% |
$36.6K - $42.1K
|
3.6K
$126K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-500Closed |
$39K - $44.8K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-534- 78.07% |
$41.7K - $47.9K
|
150
$5.23K
|
|
Jan 28, 2022
Q3 2021
|
Newport Capital Group, LLC
|
SELL
|
- |
-600- 2.63% |
$46.8K - $53.8K
|
22.2K
$773K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-608- 5.49% |
$47.4K - $54.5K
|
10.5K
$365K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-636- 98.0% |
$49.6K - $57K
|
13
$453
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-646- 1.71% |
$50.4K - $57.9K
|
37.2K
$1.3M
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-850- 7.19% |
$66.3K - $76.2K
|
11K
$382K
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-885Closed |
$69K - $79.4K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.05K- 3.27% |
$82.1K - $94.4K
|
31.1K
$1.09M
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.12K- 2.14% |
$87K - $100K
|
51K
$1.78M
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.14K- 22.06% |
$88.5K - $102K
|
4.01K
$140K
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.14K- 92.76% |
$89K - $102K
|
89
$3.1K
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.35K- 33.88% |
$105K - $121K
|
2.64K
$91.8K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.54K- 13.94% |
$120K - $138K
|
9.48K
$330K
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.58K- 7.68% |
$123K - $141K
|
18.9K
$660K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.95K- 3.12% |
$152K - $175K
|
60.6K
$2.11M
|
|
Nov 08, 2021
Q3 2021
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-2.2KClosed |
$172K - $197K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.28KClosed |
$178K - $204K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-2.32KClosed |
$181K - $208K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-2.38KClosed |
$185K - $213K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.5K- 8.08% |
$195K - $224K
|
28.4K
$990K
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
SELL
|
- |
-2.5KClosed |
$195K - $224K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Montis Financial, LLC
|
SELL
|
- |
-2.58K- 41.14% |
$201K - $231K
|
3.69K
$129K
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.6K- 33.48% |
$203K - $233K
|
5.16K
$180K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.91KClosed |
$227K - $261K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-2.93KClosed |
$228K - $263K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-2.94K- 74.88% |
$229K - $264K
|
986
$34.4K
|