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 288 institutions that hold shares in the stock, with a total of 8.88 Million shares, which have been reported (via 13F filing form) to have a value of $382 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Soa Wealth Advisors, Llc.
|
Jul 17, 2024 Q2 2024 |
146
shares
|
$6,197
0.0% of portfolio
|
Q2 2024
Reduced 30.14%
|
|
Pfg Private Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
145
shares
|
$6,155
0.0% of portfolio
|
Q3 2021
New holding
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 14, 2024 Q2 2024 |
137
shares
|
$5,815
0.0% of portfolio
|
Q2 2024
Reduced 37.44%
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
135
shares
|
$5,730
0.0% of portfolio
|
Q2 2021
New holding
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
133
shares
|
$5,645
0.0% of portfolio
|
Q3 2023
Reduced 89.72%
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
125
shares
|
$5,306
0.0% of portfolio
|
Q1 2022
Reduced 68.75%
|
|
First Command Advisory Services, Inc.
|
Jul 26, 2024 Q2 2024 |
120
shares
|
$5,094
0.0% of portfolio
|
Q2 2024
New holding
|
|
Plante Moran Financial Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
111
shares
|
$4,711
0.0% of portfolio
|
Q2 2024
Added 0.91%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
105
shares
|
$4,457
0.0% of portfolio
|
Q2 2024
New holding
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
105
shares
|
$4,457
0.0% of portfolio
|
Q2 2024
New holding
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
100
shares
|
$4,245
0.0% of portfolio
|
Q2 2024
Reduced 40.48%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 29, 2024 Q2 2024 |
100
shares
|
$4,245
0.0% of portfolio
|
Q4 2023
Reduced 98.62%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
100
shares
|
$4,245
0.0% of portfolio
|
Q4 2023
New holding
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
100
shares
|
$4,245
0.0% of portfolio
|
Q2 2024
New holding
|
|
Adirondack Trust CO
|
Jul 09, 2024 Q2 2024 |
95
shares
|
$4,032
0.0% of portfolio
|
Q1 2023
Reduced 59.57%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
86
shares
|
$3,650
0.0% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
80
shares
|
$3,396
0.0% of portfolio
|
Q2 2024
New holding
|
|
Syntrinsic LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
78
shares
|
$3,311
0.0% of portfolio
|
Q2 2024
Reduced 91.9%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 22, 2024 Q2 2024 |
70
shares
|
$2,971
0.0% of portfolio
|
Q4 2023
Added 16.67%
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
69
shares
|
$2,929
0.0% of portfolio
|
Q2 2022
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
62
shares
|
$2,631
0.0% of portfolio
|
Q2 2024
Reduced 30.34%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
60
shares
|
$2,547
0.0% of portfolio
|
Q2 2024
Added 30.43%
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
59
shares
|
$2,504
0.0% of portfolio
|
Q3 2022
New holding
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
55
shares
|
$2,334
0.0% of portfolio
|
Q4 2023
Reduced 47.62%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Aug 29, 2024 Q2 2024 |
50
shares
|
$2,122
0.0% of portfolio
|
Q2 2024
New holding
|