Institutional Ownership Invesco ETF Tr Ii Solar ETF (TAN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Solar ETF (TAN). We have compiled data on the 279 institutions that hold shares in the stock, with a total of 9.84 Million shares, which have been reported (via 13F filing form) to have a value of $330 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
655
shares
|
$21,962
0.01% of portfolio
|
Q4 2023
Added 0.15%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
638
shares
|
$21,392
0.0% of portfolio
|
Q3 2022
Reduced 16.38%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
612
shares
|
$20,520
0.0% of portfolio
|
Q2 2023
Added 28.84%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
600
shares
|
$20,118
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
586
shares
|
$19,648
0.0% of portfolio
|
Q3 2024
Added 104.9%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
585
shares
|
$19,615
0.0% of portfolio
|
Q2 2024
Reduced 99.58%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
577
shares
|
$19,346
0.01% of portfolio
|
Q2 2024
Reduced 86.2%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
554
shares
|
$18,575
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
548
shares
|
$18,374
0.0% of portfolio
|
Q3 2024
Reduced 27.22%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
529
shares
|
$17,737
0.0% of portfolio
|
Q3 2023
Reduced 55.85%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
513
shares
|
$17,200
0.0% of portfolio
|
Q3 2024
Reduced 85.86%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
500
shares
|
$16,765
0.0% of portfolio
|
Q2 2023
Reduced 19.22%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
440
shares
|
$14,753
0.0% of portfolio
|
Q3 2020
Reduced 31.25%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
400
shares
|
$13,412
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
392
shares
|
$13,143
0.0% of portfolio
|
Q3 2024
Reduced 54.21%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
378
shares
|
$12,674
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
374
shares
|
$12,540
0.0% of portfolio
|
Q1 2024
Reduced 3.86%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
364
shares
|
$12,204
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
350
shares
|
$11,735
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
338
shares
|
$11,333
0.0% of portfolio
|
Q4 2023
Reduced 71.01%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
335
shares
|
$11,232
0.0% of portfolio
|
Q2 2024
Added 24.07%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
325
shares
|
$10,897
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
310
shares
|
$10,394
0.01% of portfolio
|
Q1 2023
Added 24.0%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
307
shares
|
$10,293
0.0% of portfolio
|
Q3 2024
Reduced 96.63%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
300
shares
|
$10,059
0.0% of portfolio
|
Q4 2022
New holding
|