Purchases and Sales Made in Q3 2023 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 2023. 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, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.25K+ 3.84% |
$116K - $165K
|
60.7K
$2.23M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.12K+ 32.96% |
$110K - $156K
|
8.55K
$315K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2.05K+ 55.19% |
$106K - $151K
|
5.76K
$212K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.76KNew |
$91K - $129K
|
1.76K
$64.8K
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.75K+ 88.07% |
$90.4K - $129K
|
3.74K
$138K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.74K+ 1.3% |
$90.1K - $128K
|
136K
$4.99M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.73KNew |
$89.3K - $127K
|
1.73K
$63.6K
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.56K+ 36.19% |
$80.6K - $115K
|
5.87K
$216K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.55K+ 15.13% |
$80.2K - $114K
|
11.8K
$435K
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.53K+ 4.69% |
$79.3K - $113K
|
34.2K
$1.26M
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.5KNew |
$77.5K - $110K
|
1.5K
$55.2K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.45KNew |
$74.9K - $107K
|
1.45K
$53.4K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.38KNew |
$71.2K - $101K
|
1.38K
$50.8K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.26K+ 6.94% |
$65K - $92.5K
|
19.4K
$714K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.19K+ 7.83% |
$61.2K - $87.2K
|
16.3K
$601K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.12K+ 3.9% |
$57.7K - $82.1K
|
29.7K
$1.09M
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.11K+ 11.67% |
$57.1K - $81.3K
|
10.6K
$389K
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.04K+ 12.07% |
$53.9K - $76.6K
|
9.67K
$356K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.03K+ 0.8% |
$53.2K - $75.7K
|
129K
$4.75M
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1KNew |
$51.7K - $73.6K
|
1K
$36.8K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
971+ 406.28% |
$50.2K - $71.4K
|
1.21K
$44.6K
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
963New |
$49.8K - $70.8K
|
963
$35.5K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
931+ 5.88% |
$48.1K - $68.5K
|
16.8K
$617K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
917+ 39.1% |
$47.4K - $67.4K
|
3.26K
$120K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
782+ 14.0% |
$40.4K - $57.5K
|
6.37K
$235K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
780+ 1.13% |
$40.3K - $57.4K
|
69.6K
$2.56M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
760+ 5.08% |
$39.3K - $55.9K
|
15.7K
$579K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
716+ 4.79% |
$37K - $52.7K
|
15.7K
$577K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
700New |
$36.2K - $51.5K
|
700
$25.8K
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
BUY
|
- |
671+ 2.5% |
$34.7K - $49.4K
|
27.5K
$1.01M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
489+ 13.7% |
$25.3K - $36K
|
4.06K
$149K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
452+ 10.13% |
$23.4K - $33.2K
|
4.91K
$181K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
450+ 10.24% |
$23.3K - $33.1K
|
4.84K
$178K
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
386+ 1.03% |
$19.9K - $28.4K
|
37.9K
$1.4M
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
377+ 1.67% |
$19.5K - $27.7K
|
22.9K
$845K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
364New |
$18.8K - $26.8K
|
364
$13.4K
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
359+ 5.47% |
$18.6K - $26.4K
|
6.92K
$255K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
344+ 1.69% |
$17.8K - $25.3K
|
20.8K
$764K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
340+ 3.06% |
$17.6K - $25K
|
11.5K
$422K
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
295+ 5.03% |
$15.2K - $21.7K
|
6.15K
$227K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
235+ 0.39% |
$12.1K - $17.3K
|
61K
$2.25M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
205+ 122.02% |
$10.6K - $15.1K
|
373
$13.7K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
192+ 0.49% |
$9.92K - $14.1K
|
39.6K
$1.46M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
183+ 3.67% |
$9.46K - $13.5K
|
5.17K
$190K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
175+ 3.47% |
$9.04K - $12.9K
|
5.22K
$192K
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
164+ 39.14% |
$8.48K - $12.1K
|
583
$21.5K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
105New |
$5.43K - $7.72K
|
105
$3.87K
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
92+ 0.81% |
$4.75K - $6.77K
|
11.5K
$423K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
90New |
$4.65K - $6.62K
|
90
$3.31K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
86+ 46.49% |
$4.44K - $6.33K
|
271
$9.98K
|