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 |
---|---|---|---|---|---|---|---|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
239New |
N/A
|
239
$9.89K
|
|
Jul 30, 2021
Q2 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
229New |
N/A
|
229
$9.48K
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
200New |
N/A
|
200
$8.28K
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
200New |
N/A
|
200
$8.28K
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
200New |
N/A
|
200
$8.28K
|
|
Aug 13, 2021
Q2 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
150New |
N/A
|
150
$6.21K
|
|
Aug 10, 2021
Q2 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
145+ 5.13% |
N/A
|
2.97K
$123K
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
141+ 35.52% |
N/A
|
538
$22.3K
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
135New |
N/A
|
135
$5.59K
|
|
Aug 13, 2021
Q2 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
125New |
N/A
|
125
$5.18K
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
124New |
N/A
|
124
$5.13K
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
120New |
N/A
|
120
$4.97K
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
105+ 2.52% |
N/A
|
4.28K
$177K
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
100+ 133.33% |
N/A
|
175
$7.25K
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100+ 1.95% |
N/A
|
5.23K
$217K
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
100New |
N/A
|
100
$4.14K
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
100New |
N/A
|
100
$4.14K
|
|
Jul 16, 2021
Q2 2021
|
American Research & Management Co.
|
BUY
|
- |
87+ 9.52% |
N/A
|
1K
$41.4K
|
|
Jul 13, 2021
Q2 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
85+ 78.7% |
N/A
|
193
$7.99K
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
75+ 30.0% |
N/A
|
325
$13.5K
|
|
Jul 20, 2021
Q2 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
70+ 1.38% |
N/A
|
5.15K
$213K
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
60+ 1.8% |
N/A
|
3.39K
$140K
|
|
Aug 03, 2021
Q2 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
51New |
N/A
|
51
$2.11K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
50+ 8.35% |
N/A
|
649
$26.9K
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
38+ 0.71% |
N/A
|
5.39K
$223K
|
|
Jul 30, 2021
Q2 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
30New |
N/A
|
30
$1.24K
|
|
Jul 14, 2021
Q2 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
28+ 0.35% |
N/A
|
7.96K
$329K
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 10.0% |
N/A
|
275
$11.4K
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
18New |
N/A
|
18
$745
|
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
15New |
N/A
|
15
$621
|
|
Jul 23, 2021
Q2 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2+ 0.08% |
N/A
|
2.55K
$106K
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2- 0.28% |
N/A
|
701
$29K
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-3- 5.17% |
N/A
|
55
$2.28K
|
|
Aug 10, 2021
Q2 2021
|
First Bank & Trust
|
SELL
|
- |
-6- 6.32% |
N/A
|
89
$3.68K
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9- 0.3% |
N/A
|
3.03K
$125K
|
|
Aug 13, 2021
Q2 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-14- 0.07% |
N/A
|
20.9K
$866K
|
|
Jul 15, 2021
Q2 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-19- 0.55% |
N/A
|
3.44K
$142K
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-20- 2.84% |
N/A
|
685
$28.4K
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-22Closed |
N/A
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-32- 2.54% |
N/A
|
1.23K
$50.8K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-63Closed |
N/A
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-63- 6.92% |
N/A
|
847
$35.1K
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
SELL
|
- |
-70- 28.57% |
N/A
|
175
$7.25K
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-70- 11.08% |
N/A
|
562
$23.3K
|
|
Aug 10, 2021
Q2 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-77- 12.26% |
N/A
|
551
$22.8K
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-84Closed |
N/A
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-85- 16.22% |
N/A
|
439
$18.2K
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-85- 2.73% |
N/A
|
3.03K
$125K
|
|
Aug 04, 2021
Q2 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|