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 |
---|---|---|---|---|---|---|---|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-30Closed |
$2.21K - $3.02K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-41- 0.88% |
$3.02K - $4.12K
|
4.61K
$170K
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-42- 0.38% |
$3.1K - $4.22K
|
10.9K
$403K
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-44- 0.14% |
$3.25K - $4.42K
|
31.6K
$1.16M
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-44- 0.84% |
$3.25K - $4.42K
|
5.19K
$191K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-50- 0.29% |
$3.69K - $5.03K
|
17.5K
$643K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-54Closed |
$3.98K - $5.43K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-60- 23.08% |
$4.43K - $6.03K
|
200
$7.37K
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-65- 0.98% |
$4.79K - $6.53K
|
6.54K
$241K
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-69- 7.0% |
$5.09K - $6.94K
|
917
$33.8K
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-69- 7.0% |
$5.09K - $6.94K
|
917
$33.8K
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-75- 1.95% |
$5.53K - $7.54K
|
3.77K
$139K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-75Closed |
$5.53K - $7.54K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-78- 2.65% |
$5.75K - $7.84K
|
2.87K
$106K
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-87- 2.51% |
$6.42K - $8.75K
|
3.37K
$124K
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-87- 0.25% |
$6.42K - $8.75K
|
34.4K
$1.27M
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-96Closed |
$7.08K - $9.65K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-100Closed |
$7.38K - $10.1K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-100- 57.14% |
$7.38K - $10.1K
|
75
$2.76K
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-120Closed |
$8.85K - $12.1K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-127- 3.82% |
$9.37K - $12.8K
|
3.2K
$118K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-148- 2.37% |
$10.9K - $14.9K
|
6.1K
$225K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-160- 4.85% |
$11.8K - $16.1K
|
3.14K
$116K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-160- 0.38% |
$11.8K - $16.1K
|
41.4K
$1.53M
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-198- 1.23% |
$14.6K - $19.9K
|
15.9K
$587K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-200- 1.21% |
$14.8K - $20.1K
|
16.4K
$603K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-219- 1.79% |
$16.2K - $22K
|
12K
$443K
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-222- 5.56% |
$16.4K - $22.3K
|
3.77K
$139K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-223- 18.46% |
$16.4K - $22.4K
|
985
$36.3K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-284Closed |
$20.9K - $28.6K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-301- 6.36% |
$22.2K - $30.3K
|
4.43K
$163K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-315- 1.76% |
$23.2K - $31.7K
|
17.6K
$647K
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-357Closed |
$26.3K - $35.9K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-373- 0.92% |
$27.5K - $37.5K
|
40.1K
$1.48M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-400- 3.82% |
$29.5K - $40.2K
|
10.1K
$371K
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-412- 3.36% |
$30.4K - $41.4K
|
11.8K
$436K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-418- 0.86% |
$30.8K - $42K
|
48.2K
$1.78M
|
|
Feb 16, 2022
Q4 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-450Closed |
$33.2K - $45.2K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-450- 4.52% |
$33.2K - $45.2K
|
9.5K
$350K
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-455- 11.15% |
$33.6K - $45.7K
|
3.63K
$134K
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-460- 27.71% |
$33.9K - $46.2K
|
1.2K
$44.2K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-472Closed |
$34.8K - $47.5K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-475- 1.46% |
$35K - $47.8K
|
32K
$1.18M
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-500- 1.52% |
$36.9K - $50.3K
|
32.3K
$1.19M
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-524- 6.79% |
$38.7K - $52.7K
|
7.2K
$265K
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-526- 10.29% |
$38.8K - $52.9K
|
4.59K
$169K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-538Closed |
$39.7K - $54.1K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-573- 7.7% |
$42.3K - $57.6K
|
6.87K
$253K
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-605Closed |
$44.6K - $60.8K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-678- 15.75% |
$50K - $68.2K
|
3.63K
$134K
|