Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
8.99K+ 199.78% |
$627K - $810K
|
13.5K
$470K
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
8.8KNew |
$613K - $793K
|
8.8K
$307K
|
|
Nov 04, 2022
Q3 2022
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
8.6K+ 63.13% |
$600K - $775K
|
22.2K
$774K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.03K+ 54.77% |
$560K - $724K
|
22.7K
$791K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.47K+ 12.4% |
$451K - $583K
|
58.6K
$2.04M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.86KNew |
$409K - $528K
|
5.86K
$204K
|
|
Nov 03, 2022
Q3 2022
|
Life Pro Asset Management
|
BUY
|
- |
5.78KNew |
$403K - $521K
|
5.78K
$201K
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.38K+ 88.68% |
$375K - $484K
|
11.4K
$398K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.36K+ 52.26% |
$374K - $483K
|
15.6K
$544K
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
5.08KNew |
$354K - $458K
|
5.08K
$177K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.94K+ 24.76% |
$344K - $445K
|
24.9K
$867K
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.88K+ 64.83% |
$340K - $440K
|
12.4K
$432K
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
4.84K+ 603.37% |
$337K - $436K
|
5.64K
$197K
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.57KNew |
$319K - $412K
|
4.57K
$159K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.55KNew |
$317K - $410K
|
4.55K
$158K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.18KNew |
$291K - $377K
|
4.18K
$146K
|
|
Nov 14, 2022
Q3 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.56K+ 2.03% |
$248K - $320K
|
179K
$6.23M
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.51K+ 76.74% |
$245K - $317K
|
8.09K
$282K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.51KNew |
$244K - $316K
|
3.51K
$122K
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.42KNew |
$238K - $308K
|
3.42K
$119K
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
3.3KNew |
$230K - $297K
|
3.3K
$115K
|
|
Nov 15, 2022
Q3 2022
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
3.28K+ 160.78% |
$229K - $296K
|
5.32K
$185K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.25K+ 2.47% |
$226K - $293K
|
135K
$4.7M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.22K+ 109.26% |
$224K - $290K
|
6.17K
$215K
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
3.17K+ 12.77% |
$221K - $286K
|
28K
$976K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.03K+ 8.5% |
$212K - $273K
|
38.7K
$1.35M
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.82KNew |
$196K - $254K
|
2.82K
$98.1K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.81KNew |
$196K - $254K
|
2.81K
$98K
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
2.54K+ 51.85% |
$177K - $229K
|
7.43K
$259K
|
|
Oct 26, 2022
Q3 2022
|
Portfolio Strategies, Inc.
|
BUY
|
- |
2.37K+ 0.58% |
$165K - $214K
|
412K
$14.3M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.03K+ 31.03% |
$142K - $183K
|
8.57K
$299K
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
2K+ 10.04% |
$139K - $180K
|
21.9K
$764K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.78K+ 9.61% |
$124K - $160K
|
20.3K
$707K
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.71K+ 604.24% |
$119K - $154K
|
1.99K
$69.4K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.7K+ 64.71% |
$119K - $153K
|
4.33K
$151K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.66K+ 3.38% |
$116K - $150K
|
50.9K
$1.77M
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.62K+ 76.06% |
$113K - $146K
|
3.75K
$131K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.59K+ 25.41% |
$111K - $143K
|
7.83K
$273K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.58K+ 2.62% |
$110K - $143K
|
61.9K
$2.16M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.58K+ 14.75% |
$110K - $142K
|
12.3K
$427K
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.55K+ 7.6% |
$108K - $139K
|
21.9K
$762K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.45K+ 39.89% |
$101K - $130K
|
5.07K
$177K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.43K+ 43.47% |
$99.7K - $129K
|
4.72K
$164K
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
1.37K+ 2.26% |
$95.4K - $123K
|
62K
$2.16M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.14K+ 15.11% |
$79.2K - $102K
|
8.66K
$302K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.06K+ 3.17% |
$73.8K - $95.4K
|
34.5K
$1.2M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
883+ 206.79% |
$61.6K - $79.6K
|
1.31K
$45.6K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
800+ 61.3% |
$55.8K - $72.1K
|
2.11K
$73.3K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
798+ 6.13% |
$55.6K - $71.9K
|
13.8K
$481K
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
725+ 7.92% |
$50.5K - $65.3K
|
9.88K
$344K
|