Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-337- 6.14% |
$23.4K - $27.8K
|
5.15K
$186K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-379- 51.01% |
$26.3K - $31.3K
|
364
$13.1K
|
|
|
May 02, 2023
Q1 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-388- 0.53% |
$26.9K - $32.1K
|
73K
$2.63M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-398- 0.45% |
$27.6K - $32.9K
|
88.4K
$3.19M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-412- 6.05% |
$28.6K - $34K
|
6.39K
$230K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-429- 9.69% |
$29.8K - $35.4K
|
4K
$144K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-435- 9.17% |
$30.2K - $35.9K
|
4.31K
$155K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-442- 0.72% |
$30.7K - $36.5K
|
61.1K
$2.2M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-470Closed |
$32.6K - $38.8K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-487- 0.27% |
$33.8K - $40.2K
|
177K
$6.39M
|
|
|
May 12, 2023
Q1 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-515- 12.57% |
$35.7K - $42.6K
|
3.58K
$129K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-518- 4.3% |
$36K - $42.8K
|
11.5K
$415K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-541- 11.2% |
$37.6K - $44.7K
|
4.29K
$155K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-541- 5.97% |
$37.6K - $44.7K
|
8.52K
$307K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-610- 18.47% |
$42.3K - $50.4K
|
2.69K
$97.1K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-634- 2.89% |
$44K - $52.4K
|
21.3K
$769K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-640- 6.26% |
$44.4K - $52.9K
|
9.58K
$345K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-652- 8.7% |
$45.3K - $53.9K
|
6.85K
$247K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-661- 8.54% |
$45.9K - $54.6K
|
7.08K
$255K
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-671- 4.58% |
$46.6K - $55.4K
|
14K
$504K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-691- 4.99% |
$48K - $57.1K
|
13.1K
$474K
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-800- 14.35% |
$55.5K - $66.1K
|
4.78K
$172K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-802- 10.08% |
$55.7K - $66.3K
|
7.15K
$258K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-830- 20.79% |
$57.6K - $68.6K
|
3.16K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-901- 5.49% |
$62.5K - $74.4K
|
15.5K
$559K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-902- 23.67% |
$62.6K - $74.5K
|
2.91K
$105K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-940- 20.72% |
$65.2K - $77.7K
|
3.6K
$130K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-958- 6.08% |
$66.5K - $79.2K
|
14.8K
$533K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.15K- 44.82% |
$80K - $95.2K
|
1.42K
$51.1K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.31K- 2.36% |
$90.6K - $108K
|
53.9K
$1.94M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.4K- 6.03% |
$97.2K - $116K
|
21.8K
$786K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.45K- 30.01% |
$100K - $119K
|
3.37K
$122K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.47K- 11.22% |
$102K - $121K
|
11.6K
$418K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.5K- 17.79% |
$104K - $124K
|
6.91K
$249K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.55K- 12.54% |
$107K - $128K
|
10.8K
$389K
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.55K- 14.92% |
$108K - $128K
|
8.84K
$318K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.55K- 31.63% |
$108K - $128K
|
3.35K
$121K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.65K- 9.66% |
$115K - $136K
|
15.4K
$556K
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.68K- 8.13% |
$117K - $139K
|
19K
$685K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.79K- 6.66% |
$124K - $148K
|
25.1K
$903K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.96K- 3.87% |
$136K - $162K
|
48.6K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.05K- 4.38% |
$142K - $169K
|
44.8K
$1.61M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.35K- 9.67% |
$163K - $194K
|
21.9K
$789K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.36K- 9.69% |
$164K - $195K
|
22K
$793K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.52K- 8.53% |
$175K - $208K
|
27.1K
$975K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-2.78K- 30.31% |
$193K - $230K
|
6.4K
$231K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.82K- 29.82% |
$195K - $233K
|
6.63K
$239K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-3.41K- 13.02% |
$237K - $282K
|
22.8K
$821K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.43K- 2.11% |
$238K - $283K
|
159K
$5.73M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.48K- 37.17% |
$241K - $287K
|
5.88K
$212K
|