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 |
|---|---|---|---|---|---|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
95
shares
|
$3,186
0.0% of portfolio
|
Q1 2023
Reduced 59.57%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
80
shares
|
$2,683
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
79
shares
|
$2,649
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
78
shares
|
$2,616
0.0% of portfolio
|
Q3 2024
Reduced 56.91%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
70
shares
|
$2,347
0.0% of portfolio
|
Q4 2023
Added 16.67%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
69
shares
|
$2,314
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
62
shares
|
$2,079
0.0% of portfolio
|
Q2 2024
Reduced 30.34%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
62
shares
|
$2,079
0.0% of portfolio
|
Q3 2024
Reduced 70.05%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
60
shares
|
$2,012
0.0% of portfolio
|
Q2 2024
Added 30.43%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
59
shares
|
$1,978
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
55
shares
|
$1,844
0.0% of portfolio
|
Q4 2023
Reduced 47.62%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
55
shares
|
$1,844
0.0% of portfolio
|
Q3 2024
Reduced 92.31%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
50
shares
|
$1,677
0.0% of portfolio
|
Q3 2024
Reduced 54.95%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
50
shares
|
$1,677
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
47
shares
|
$1,576
0.0% of portfolio
|
Q2 2022
Reduced 74.73%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
47
shares
|
$1,576
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
44
shares
|
$1,475
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
42
shares
|
$1,408
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
40
shares
|
$1,341
0.0% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
40
shares
|
$1,341
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
40
shares
|
$1,341
0.0% of portfolio
|
Q1 2024
Reduced 91.98%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
36
shares
|
$1,207
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
35
shares
|
$1,173
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
34
shares
|
$1,140
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
30
shares
|
$1,006
0.0% of portfolio
|
Q2 2023
New holding
|