Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
3.36KNew |
$218K - $282K
|
3.36K
$124K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.28K+ 23.76% |
$213K - $276K
|
17.1K
$629K
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
3.28KNew |
$213K - $275K
|
3.28K
$121K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.25K+ 4.65% |
$211K - $273K
|
73.1K
$2.69M
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
3.13K+ 54.06% |
$203K - $263K
|
8.91K
$328K
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.02KNew |
$196K - $253K
|
3.02K
$111K
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3KNew |
$195K - $252K
|
3K
$110K
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.93KNew |
$190K - $246K
|
2.93K
$108K
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.92KNew |
$189K - $245K
|
2.92K
$107K
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.33K+ 71.54% |
$151K - $195K
|
5.58K
$205K
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
2.32K+ 41.04% |
$150K - $194K
|
7.96K
$293K
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
2.27K+ 30.62% |
$147K - $191K
|
9.7K
$357K
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.97K+ 1.38% |
$128K - $165K
|
144K
$5.31M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.63K+ 10.41% |
$105K - $136K
|
17.2K
$635K
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.49K+ 14.12% |
$96.6K - $125K
|
12K
$444K
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.43K+ 16.2% |
$92.4K - $120K
|
10.2K
$377K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.39KNew |
$90K - $116K
|
1.39K
$51.1K
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.33K+ 6.09% |
$86.4K - $112K
|
23.2K
$855K
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.32K+ 8.76% |
$85.7K - $111K
|
16.4K
$605K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.19K+ 11.2% |
$76.9K - $99.5K
|
11.8K
$433K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.17KNew |
$75.6K - $97.9K
|
1.17K
$42.9K
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.13K+ 19.55% |
$73.3K - $94.9K
|
6.91K
$255K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
1.12K+ 30.23% |
$72.7K - $94.1K
|
4.83K
$178K
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.09K+ 13.47% |
$70.7K - $91.5K
|
9.18K
$338K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.08K+ 18.75% |
$70.2K - $90.9K
|
6.85K
$252K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 22.2% |
$68K - $88K
|
5.77K
$212K
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
990+ 3.21% |
$64.2K - $83.1K
|
31.8K
$1.17M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
975New |
$63.2K - $81.9K
|
975
$35.9K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
870+ 10.15% |
$56.4K - $73.1K
|
9.44K
$348K
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
817+ 16.73% |
$53K - $68.6K
|
5.7K
$210K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
816+ 23.08% |
$52.9K - $68.5K
|
4.35K
$160K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
674+ 4.68% |
$43.7K - $56.6K
|
15.1K
$555K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
651New |
$42.2K - $54.7K
|
651
$24K
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
616+ 6.24% |
$40K - $51.7K
|
10.5K
$386K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
608+ 9.86% |
$39.4K - $51.1K
|
6.78K
$250K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
596New |
$38.7K - $50.1K
|
596
$22K
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
500New |
$32.4K - $42K
|
500
$18.4K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
475+ 5.91% |
$30.8K - $39.9K
|
8.51K
$313K
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
470New |
$30.5K - $39.5K
|
470
$17.3K
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
470New |
$30.5K - $39.5K
|
470
$17.3K
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
454+ 8.91% |
$29.4K - $38.1K
|
5.55K
$204K
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
435+ 10.09% |
$28.2K - $36.5K
|
4.75K
$175K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
433New |
$28.1K - $36.4K
|
433
$15.9K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
429+ 12.69% |
$27.8K - $36K
|
3.81K
$140K
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
410+ 9.06% |
$26.6K - $34.4K
|
4.94K
$182K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
408+ 4.71% |
$26.5K - $34.3K
|
9.06K
$334K
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
375+ 1.71% |
$24.3K - $31.5K
|
22.3K
$821K
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
366+ 11.73% |
$23.7K - $30.7K
|
3.49K
$128K
|
|
Feb 13, 2023
Q4 2022
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
350+ 7.74% |
$22.7K - $29.4K
|
4.87K
$179K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
350New |
$22.7K - $29.4K
|
350
$12.9K
|