Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.79K+ 34.24% |
$124K - $165K
|
7.03K
$297K
|
|
Jul 26, 2021
Q2 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.72K+ 87.06% |
$119K - $158K
|
3.69K
$155K
|
|
Aug 10, 2021
Q2 2021
|
Van Eck Associates Corp
|
BUY
|
- |
1.71KNew |
$118K - $157K
|
1.71K
$72.1K
|
|
Jul 16, 2021
Q2 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.66K+ 39.49% |
$114K - $152K
|
5.85K
$247K
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.53K+ 31.06% |
$106K - $141K
|
6.47K
$273K
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.46K+ 162.22% |
$101K - $134K
|
2.36K
$99.5K
|
|
Jul 27, 2021
Q2 2021
|
Ledyard National Bank
|
BUY
|
- |
1.42K+ 5.8% |
$98.2K - $131K
|
25.9K
$1.09M
|
|
Aug 16, 2021
Q2 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.4K+ 16.47% |
$96.7K - $129K
|
9.9K
$417K
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.36K+ 0.78% |
$94.3K - $125K
|
177K
$7.45M
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1.3KNew |
$89.8K - $119K
|
1.3K
$54.8K
|
|
Aug 13, 2021
Q2 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.24K+ 12.83% |
$85.7K - $114K
|
10.9K
$460K
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.23K+ 47.17% |
$85.2K - $113K
|
3.85K
$162K
|
|
Aug 06, 2021
Q2 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.22KNew |
$84.3K - $112K
|
1.22K
$51.4K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.15K+ 8.94% |
$79.7K - $106K
|
14.1K
$593K
|
|
Aug 05, 2021
Q2 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.13K+ 0.97% |
$78K - $104K
|
118K
$4.96M
|
|
Aug 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.12KNew |
$77.1K - $103K
|
1.12K
$47.1K
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.07K+ 33.91% |
$74K - $98.4K
|
4.23K
$178K
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.05K+ 10.61% |
$72.3K - $96.2K
|
10.9K
$460K
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
940+ 36.83% |
$65K - $86.4K
|
3.49K
$147K
|
|
Aug 12, 2021
Q2 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
885New |
$61.2K - $81.3K
|
885
$37.3K
|
|
Jul 15, 2021
Q2 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
830New |
$57.4K - $76.3K
|
830
$35K
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
802+ 5.28% |
$55.4K - $73.7K
|
16K
$675K
|
|
Aug 03, 2021
Q2 2021
|
Corbyn Investment Management Inc
|
BUY
|
- |
735+ 0.93% |
$50.8K - $67.5K
|
79.8K
$3.36M
|
|
Oct 13, 2021
Q2 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
680+ 3.08% |
$47K - $62.5K
|
22.8K
$960K
|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
664+ 39.22% |
$45.9K - $61K
|
2.36K
$99.4K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
602New |
$41.6K - $55.3K
|
602
$25.4K
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
594+ 4.38% |
$41K - $54.6K
|
14.1K
$596K
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
580+ 5.16% |
$40.1K - $53.3K
|
11.8K
$498K
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
554+ 426.15% |
$38.3K - $50.9K
|
684
$28.8K
|
|
Jul 22, 2021
Q2 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
500New |
$34.6K - $45.9K
|
500
$21.1K
|
|
Aug 13, 2021
Q2 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
496+ 3.47% |
$34.3K - $45.6K
|
14.8K
$624K
|
|
Aug 06, 2021
Q2 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
495+ 2.79% |
$34.2K - $45.5K
|
18.2K
$769K
|
|
Aug 17, 2021
Q2 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
483+ 12.07% |
$33.4K - $44.4K
|
4.49K
$189K
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
470+ 10.45% |
$32.5K - $43.2K
|
4.97K
$209K
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
470+ 10.45% |
$32.5K - $43.2K
|
4.97K
$209K
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
427New |
$29.5K - $39.2K
|
427
$18K
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
419+ 3.96% |
$29K - $38.5K
|
11K
$464K
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
387+ 15.31% |
$26.7K - $35.6K
|
2.91K
$123K
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
385+ 59.23% |
$26.6K - $35.4K
|
1.04K
$43.6K
|
|
Aug 03, 2021
Q2 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
350New |
$24.2K - $32.2K
|
350
$14.8K
|
|
Jul 13, 2021
Q2 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
350+ 1.99% |
$24.2K - $32.2K
|
17.9K
$756K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
330+ 37.37% |
$22.8K - $30.3K
|
1.21K
$51.1K
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
317+ 7.29% |
$21.9K - $29.1K
|
4.67K
$197K
|
|
Sep 20, 2021
Q2 2021
|
Activest Wealth Management
|
BUY
|
- |
301+ 34.96% |
$20.8K - $27.7K
|
1.16K
$49K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
295New |
$20.4K - $27.1K
|
295
$12.4K
|
|
Jul 14, 2021
Q2 2021
|
Lake Street Financial LLC
|
BUY
|
- |
292+ 4.27% |
$20.2K - $26.8K
|
7.12K
$300K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
282+ 10.15% |
$19.5K - $25.9K
|
3.06K
$129K
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
252+ 3.62% |
$17.4K - $23.2K
|
7.21K
$304K
|
|
Jul 20, 2021
Q2 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
243New |
$16.8K - $22.3K
|
243
$10.2K
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
BUY
|
- |
243New |
$16.8K - $22.3K
|
243
$10.2K
|