Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
171New |
$12.6K - $17.2K
|
171
$6.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
171+ 125.74% |
$12.6K - $17.2K
|
307
$11.3K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
165+ 16.48% |
$12.2K - $16.6K
|
1.17K
$42.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
150+ 1153.85% |
$11.1K - $15.1K
|
163
$6K
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
150+ 76.92% |
$11.1K - $15.1K
|
345
$12.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
127New |
$9.37K - $12.8K
|
127
$4.68K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
120+ 9.89% |
$8.85K - $12.1K
|
1.33K
$49.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
111New |
$8.19K - $11.2K
|
111
$4.09K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
109New |
$8.04K - $11K
|
109
$4.01K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$7.38K - $10.1K
|
100
$3.68K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
100New |
$7.38K - $10.1K
|
100
$3.68K
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
100+ 2.26% |
$7.38K - $10.1K
|
4.53K
$167K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
100+ 11.56% |
$7.38K - $10.1K
|
965
$35.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
96+ 1.74% |
$7.08K - $9.65K
|
5.61K
$206K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
84New |
$6.2K - $8.44K
|
84
$3.09K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
80+ 160.0% |
$5.9K - $8.04K
|
130
$4.79K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
76+ 0.4% |
$5.61K - $7.64K
|
19.2K
$708K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
75New |
$5.53K - $7.54K
|
75
$2.76K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
60+ 0.69% |
$4.43K - $6.03K
|
8.82K
$325K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
60New |
$4.43K - $6.03K
|
60
$2.21K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
50+ 13.37% |
$3.69K - $5.03K
|
424
$15.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
50+ 1.41% |
$3.69K - $5.03K
|
3.6K
$133K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
50+ 26.04% |
$3.69K - $5.03K
|
242
$8.91K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
46+ 0.42% |
$3.39K - $4.62K
|
11.1K
$410K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
45New |
$3.32K - $4.52K
|
45
$1.66K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
41New |
$3.02K - $4.12K
|
41
$1.51K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
40+ 0.37% |
$2.95K - $4.02K
|
11K
$404K
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
40New |
$2.95K - $4.02K
|
40
$1.47K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26+ 17.33% |
$1.92K - $2.61K
|
176
$6.48K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
25New |
$1.84K - $2.51K
|
25
$921
|
|
|
Feb 07, 2022
Q4 2021
|
Corbyn Investment Management Inc
|
BUY
|
- |
24+ 0.03% |
$1.77K - $2.41K
|
79.5K
$2.93M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13New |
$959 - $1.31K
|
13
$479
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13New |
$959 - $1.31K
|
13
$479
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10New |
$738 - $1.01K
|
10
$368
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
10New |
$738 - $1.01K
|
10
$368
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9+ 0.3% |
$664 - $905
|
3.04K
$112K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
8New |
$590 - $804
|
8
$295
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6New |
$443 - $603
|
6
$221
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 1.11% |
$73.8 - $101
|
91
$3.35K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1- 0.12% |
$73.8 - $101
|
811
$29.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-2- 0.14% |
$148 - $201
|
1.45K
$53.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5- 0.01% |
$369 - $503
|
60.2K
$2.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7- 0.11% |
$516 - $704
|
6.55K
$241K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
SELL
|
- |
-10- 11.24% |
$738 - $1.01K
|
79
$2.91K
|
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-17- 3.79% |
$1.25K - $1.71K
|
431
$15.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-18- 0.11% |
$1.33K - $1.81K
|
16K
$589K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-18- 22.22% |
$1.33K - $1.81K
|
63
$2.32K
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-21- 3.81% |
$1.55K - $2.11K
|
530
$19.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-28- 84.85% |
$2.07K - $2.81K
|
5
$184
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-29- 0.67% |
$2.14K - $2.92K
|
4.27K
$157K
|