Purchases and Sales Made in Q4 2023 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 2023. 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 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.3K+ 12.08% |
$217K - $287K
|
49.2K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.18KNew |
$212K - $281K
|
5.18K
$191K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.07K+ 3.22% |
$207K - $275K
|
162K
$5.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
5.03KNew |
$206K - $273K
|
5.03K
$185K
|
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
4.86KNew |
$199K - $264K
|
4.86K
$179K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
4.43KNew |
$181K - $240K
|
4.43K
$163K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.04KNew |
$165K - $219K
|
4.04K
$149K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.92K+ 55.66% |
$160K - $212K
|
11K
$404K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.78KNew |
$155K - $205K
|
3.78K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.48K+ 16.75% |
$142K - $188K
|
24.2K
$892K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.92KNew |
$119K - $158K
|
2.92K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.88K+ 26.18% |
$118K - $156K
|
13.9K
$512K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.61K+ 3.62% |
$107K - $141K
|
74.8K
$2.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.45KNew |
$100K - $133K
|
2.45K
$90.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.35K+ 44.48% |
$96.3K - $127K
|
7.64K
$281K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.33K+ 7.91% |
$95.5K - $126K
|
31.8K
$1.17M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.33K+ 19.61% |
$95.4K - $126K
|
14.2K
$524K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.33K+ 19.61% |
$95.4K - $126K
|
14.2K
$524K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.31K+ 27.0% |
$94.6K - $125K
|
10.9K
$400K
|
|
|
Feb 02, 2024
Q4 2023
|
Sycomore Asset Management
|
BUY
|
- |
2.1KNew |
$86K - $114K
|
2.1K
$77.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.99K+ 1.51% |
$81.6K - $108K
|
134K
$4.92M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.9KNew |
$77.8K - $103K
|
1.9K
$70K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.9K+ 48.85% |
$77.6K - $103K
|
5.77K
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.84K+ 1.36% |
$75.3K - $99.8K
|
137K
$5.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.82K+ 11.62% |
$74.6K - $98.7K
|
17.5K
$644K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.5K+ 56.12% |
$61.5K - $81.5K
|
4.18K
$154K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.48K+ 25.68% |
$60.6K - $80.2K
|
7.24K
$267K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.15K+ 10.05% |
$47.2K - $62.5K
|
12.6K
$465K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.13K+ 19.25% |
$46.3K - $61.3K
|
7K
$258K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
577+ 5.46% |
$23.6K - $31.3K
|
11.1K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
554New |
$22.7K - $30K
|
554
$20.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
544+ 52.51% |
$22.3K - $29.5K
|
1.58K
$58.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
502+ 0.82% |
$20.6K - $27.2K
|
61.5K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
469+ 4.53% |
$19.2K - $25.4K
|
10.8K
$398K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
443+ 9.15% |
$18.1K - $24K
|
5.29K
$195K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
410+ 0.17% |
$16.8K - $22.2K
|
248K
$9.12M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
397+ 12.17% |
$16.3K - $21.5K
|
3.66K
$135K
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
385+ 8.22% |
$15.8K - $20.9K
|
5.07K
$187K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
378New |
$15.5K - $20.5K
|
378
$13.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
377+ 1.19% |
$15.4K - $20.4K
|
32.2K
$1.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
346+ 5.96% |
$14.2K - $18.8K
|
6.15K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
346+ 3.82% |
$14.2K - $18.8K
|
9.4K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
325New |
$13.3K - $17.6K
|
325
$12K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
322+ 7.93% |
$13.2K - $17.5K
|
4.38K
$161K
|
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
300New |
$12.3K - $16.3K
|
300
$11K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
256+ 0.68% |
$10.5K - $13.9K
|
38.2K
$1.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
205New |
$8.39K - $11.1K
|
205
$7.55K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
181+ 7.8% |
$7.41K - $9.81K
|
2.5K
$92.1K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
167+ 4.47% |
$6.84K - $9.05K
|
3.9K
$144K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
147+ 0.97% |
$6.02K - $7.97K
|
15.3K
$563K
|