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 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-64- 0.24% |
$4.15K - $5.37K
|
26.8K
$989K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-64- 1.82% |
$4.15K - $5.37K
|
3.46K
$127K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-70- 0.18% |
$4.54K - $5.88K
|
38.9K
$1.43M
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-75- 22.12% |
$4.86K - $6.3K
|
264
$9.72K
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-88- 2.1% |
$5.71K - $7.39K
|
4.1K
$151K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-94- 0.21% |
$6.1K - $7.89K
|
45K
$1.66M
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-102- 14.55% |
$6.62K - $8.57K
|
599
$22.1K
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-125- 1.75% |
$8.11K - $10.5K
|
7.01K
$258K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-127- 0.34% |
$8.24K - $10.7K
|
37.1K
$1.37M
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
SELL
|
- |
-140- 15.86% |
$9.08K - $11.8K
|
743
$27.4K
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-143- 0.51% |
$9.27K - $12K
|
27.9K
$1.03M
|
|
Feb 01, 2023
Q4 2022
|
Corbyn Investment Management Inc
|
SELL
|
- |
-144- 0.2% |
$9.34K - $12.1K
|
73.4K
$2.7M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-145- 12.45% |
$9.4K - $12.2K
|
1.02K
$37.6K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-173- 11.86% |
$11.2K - $14.5K
|
1.29K
$47.4K
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-175- 41.18% |
$11.4K - $14.7K
|
250
$9.21K
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-178- 5.2% |
$11.5K - $14.9K
|
3.24K
$119K
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-200- 6.06% |
$13K - $16.8K
|
3.1K
$114K
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-200- 1.13% |
$13K - $16.8K
|
17.5K
$645K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-245- 4.76% |
$15.9K - $20.6K
|
4.9K
$181K
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-252- 4.97% |
$16.3K - $21.2K
|
4.82K
$177K
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-272- 11.49% |
$17.6K - $22.8K
|
2.1K
$77.2K
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-272- 11.49% |
$17.6K - $22.8K
|
2.1K
$77.2K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-279- 21.3% |
$18.1K - $23.4K
|
1.03K
$38K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-285- 5.91% |
$18.5K - $23.9K
|
4.54K
$167K
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-291- 85.34% |
$18.9K - $24.4K
|
50
$1.84K
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-296- 3.01% |
$19.2K - $24.9K
|
9.54K
$351K
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-300- 3.8% |
$19.5K - $25.2K
|
7.6K
$280K
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-306- 1.93% |
$19.8K - $25.7K
|
15.5K
$571K
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-335- 6.72% |
$21.7K - $28.1K
|
4.65K
$171K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-343- 0.55% |
$22.2K - $28.8K
|
61.5K
$2.27M
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
SELL
|
- |
-361- 10.81% |
$23.4K - $30.3K
|
2.98K
$110K
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-394- 5.06% |
$25.6K - $33.1K
|
7.39K
$272K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-397- 5.03% |
$25.7K - $33.3K
|
7.5K
$276K
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-418- 2.42% |
$27.1K - $35.1K
|
16.9K
$622K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-540- 27.09% |
$35K - $45.3K
|
1.45K
$53.5K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-558- 9.23% |
$36.2K - $46.9K
|
5.49K
$202K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-578- 10.08% |
$37.5K - $48.5K
|
5.16K
$190K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-584- 0.63% |
$37.9K - $49K
|
92.2K
$3.4M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-610- 1.57% |
$39.6K - $51.2K
|
38.1K
$1.4M
|
|
Feb 13, 2023
Q4 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-614- 15.51% |
$39.8K - $51.6K
|
3.35K
$123K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-630- 2.53% |
$40.9K - $52.9K
|
24.2K
$893K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-644- 10.91% |
$41.8K - $54.1K
|
5.26K
$194K
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-650- 52.0% |
$42.2K - $54.6K
|
600
$22.1K
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-655- 2.62% |
$42.5K - $55K
|
24.4K
$897K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-682- 16.32% |
$44.2K - $57.3K
|
3.5K
$129K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-732- 3.22% |
$47.5K - $61.5K
|
22K
$809K
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-743- 0.46% |
$48.2K - $62.4K
|
163K
$5.99M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-793- 18.33% |
$51.4K - $66.6K
|
3.53K
$130K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-800- 41.58% |
$51.9K - $67.2K
|
1.12K
$41.4K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-800- 38.0% |
$51.9K - $67.2K
|
1.31K
$48.1K
|