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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
350New |
$22.7K - $29.4K
|
350
$12.9K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
307+ 15.65% |
$19.9K - $25.8K
|
2.27K
$83.6K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
303New |
$19.7K - $25.4K
|
303
$11.2K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
300New |
$19.5K - $25.2K
|
300
$11K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
290+ 96.67% |
$18.8K - $24.4K
|
590
$21.7K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
256New |
$16.6K - $21.5K
|
256
$9.43K
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
198New |
$12.8K - $16.6K
|
198
$7.29K
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
191+ 0.55% |
$12.4K - $16K
|
34.7K
$1.28M
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
186+ 6.61% |
$12.1K - $15.6K
|
3K
$111K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
178+ 3.64% |
$11.5K - $14.9K
|
5.07K
$187K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
152+ 17.37% |
$9.86K - $12.8K
|
1.03K
$37.8K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
150New |
$9.73K - $12.6K
|
150
$5.52K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
149+ 2.77% |
$9.66K - $12.5K
|
5.53K
$204K
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
119+ 1.75% |
$7.72K - $9.99K
|
6.92K
$255K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
105New |
$6.81K - $8.82K
|
105
$3.87K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
105+ 147.89% |
$6.81K - $8.82K
|
176
$6.48K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
100New |
$6.49K - $8.4K
|
100
$3.68K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100+ 2.65% |
$6.49K - $8.4K
|
3.88K
$143K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
84New |
$5.45K - $7.05K
|
84
$3.09K
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
60+ 0.58% |
$3.89K - $5.04K
|
10.4K
$383K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49New |
$3.18K - $4.12K
|
49
$1.8K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
47New |
$3.05K - $3.95K
|
47
$1.73K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
46+ 7.24% |
$2.98K - $3.86K
|
681
$25.1K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
40New |
$2.59K - $3.36K
|
40
$1.47K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
40New |
$2.59K - $3.36K
|
40
$1.47K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
40New |
$2.59K - $3.36K
|
40
$1.47K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
35New |
$2.27K - $2.94K
|
35
$1.29K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
34New |
$2.21K - $2.86K
|
34
$1.25K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
26New |
$1.69K - $2.18K
|
26
$958
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
20+ 0.61% |
$1.3K - $1.68K
|
3.3K
$122K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14+ 4.98% |
$908 - $1.18K
|
295
$10.9K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
12New |
$778 - $1.01K
|
12
$442
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
11+ 16.67% |
$713 - $924
|
77
$2.84K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9New |
$584 - $756
|
9
$331
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
7New |
$454 - $588
|
7
$258
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5New |
$324 - $420
|
5
$184
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2New |
$130 - $168
|
2
$73.7
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2+ 0.02% |
$130 - $168
|
9.06K
$334K
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-1- 0.24% |
$64.9 - $84
|
412
$15.2K
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-12- 0.07% |
$778 - $1.01K
|
16.4K
$603K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13- 0.12% |
$843 - $1.09K
|
10.8K
$397K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-14- 0.41% |
$908 - $1.18K
|
3.37K
$124K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-14- 0.41% |
$908 - $1.18K
|
3.37K
$124K
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-18- 0.24% |
$1.17K - $1.51K
|
7.51K
$277K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-31- 0.25% |
$2.01K - $2.6K
|
12.3K
$454K
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-40- 1.32% |
$2.59K - $3.36K
|
2.99K
$110K
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-42- 0.38% |
$2.72K - $3.53K
|
11.1K
$410K
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-43- 5.26% |
$2.79K - $3.61K
|
774
$28.5K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-49- 0.31% |
$3.18K - $4.12K
|
15.6K
$576K
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-57- 1.11% |
$3.7K - $4.79K
|
5.08K
$187K
|