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 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
585+ 18.73% |
$40.8K - $52.7K
|
3.71K
$137K
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
576+ 5.91% |
$40.2K - $51.9K
|
10.3K
$380K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
524+ 0.76% |
$36.5K - $47.2K
|
69.8K
$2.57M
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
519+ 142.58% |
$36.2K - $46.8K
|
883
$32.5K
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
500+ 8.05% |
$34.9K - $45.1K
|
6.72K
$247K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
500+ 58.82% |
$34.9K - $45.1K
|
1.35K
$49.7K
|
|
Nov 09, 2022
Q3 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
490+ 89.09% |
$34.2K - $44.2K
|
1.04K
$38.3K
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
488+ 6.59% |
$34K - $44K
|
7.9K
$291K
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
488+ 6.59% |
$34K - $44K
|
7.9K
$291K
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
480New |
$33.5K - $43.3K
|
480
$17.7K
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
441New |
$30.7K - $39.7K
|
441
$16.2K
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
430+ 52.44% |
$30K - $38.8K
|
1.25K
$46K
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
367+ 11.58% |
$25.6K - $33.1K
|
3.54K
$130K
|
|
Nov 09, 2022
Q3 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
364+ 7.7% |
$25.4K - $32.8K
|
5.09K
$188K
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
351+ 11.97% |
$24.5K - $31.6K
|
3.28K
$121K
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
350+ 7.63% |
$24.4K - $31.5K
|
4.94K
$182K
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
341New |
$23.8K - $30.7K
|
341
$12.6K
|
|
Nov 14, 2022
Q3 2022
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
338+ 8.08% |
$23.6K - $30.5K
|
4.52K
$167K
|
|
Nov 07, 2022
Q3 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
336+ 8.73% |
$23.4K - $30.3K
|
4.19K
$154K
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
330+ 347.37% |
$23K - $29.7K
|
425
$15.7K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
325+ 1.66% |
$22.7K - $29.3K
|
19.9K
$735K
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
271+ 4.92% |
$18.9K - $24.4K
|
5.78K
$213K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
244+ 4.44% |
$17K - $22K
|
5.73K
$211K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
199+ 4.02% |
$13.9K - $17.9K
|
5.15K
$190K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
197+ 2.55% |
$13.7K - $17.8K
|
7.91K
$291K
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
185+ 18.88% |
$12.9K - $16.7K
|
1.17K
$42.9K
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
183New |
$12.8K - $16.5K
|
183
$6.74K
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
171+ 28.74% |
$11.9K - $15.4K
|
766
$28.2K
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
169+ 1.19% |
$11.8K - $15.2K
|
14.4K
$530K
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
150+ 3.97% |
$10.5K - $13.5K
|
3.93K
$145K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
128New |
$8.92K - $11.5K
|
128
$4.71K
|
|
Nov 08, 2022
Q3 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
127+ 1.97% |
$8.85K - $11.4K
|
6.56K
$242K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
127+ 2.69% |
$8.85K - $11.4K
|
4.85K
$179K
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
95+ 67.86% |
$6.62K - $8.56K
|
235
$8.66K
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
90New |
$6.27K - $8.11K
|
90
$3.31K
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
75+ 28.41% |
$5.23K - $6.76K
|
339
$12.5K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
67+ 34.72% |
$4.67K - $6.04K
|
260
$9.58K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
66New |
$4.6K - $5.95K
|
66
$2.43K
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
59New |
$4.11K - $5.32K
|
59
$2.17K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
50New |
$3.49K - $4.51K
|
50
$1.84K
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
43+ 5.56% |
$3K - $3.88K
|
817
$30.1K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
40+ 23.53% |
$2.79K - $3.61K
|
210
$7.73K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
40New |
$2.79K - $3.61K
|
40
$1.47K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
38+ 7.02% |
$2.65K - $3.42K
|
579
$21.3K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
30New |
$2.09K - $2.7K
|
30
$1.1K
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
25New |
$1.74K - $2.25K
|
25
$921
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
24+ 19.67% |
$1.67K - $2.16K
|
146
$5.38K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23+ 0.19% |
$1.6K - $2.07K
|
12.4K
$455K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
20+ 0.62% |
$1.39K - $1.8K
|
3.25K
$120K
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
15New |
$1.05K - $1.35K
|
15
$552
|