Purchases and Sales Made in Q2 2023 in Invesco ETF Tr Ii Solar ETF (TAN)

TAN Quotes by TradingView

This table provides information about the institutional ownership of Invesco ETF Tr Ii Solar ETF (TAN) during Q2 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
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
634
+ 68.84%
$43.1K - $49.7K
1.56K $53.1K
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
604
+ 1.88%
$41.1K - $47.4K
32.7K $1.12M
May 15, 2024 Q2 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
552
+ 8.22%
$37.6K - $43.3K
7.27K $248K
Aug 09, 2023 Q2 2023
Banque Cantonale Vaudoise

BUY
 -
550
+ 13.58%
$37.4K - $43.1K
4.6K $157K
Aug 07, 2023 Q2 2023
Wealthfront Advisers LLC

BUY
 -
529
+ 17.4%
$36K - $41.5K
3.57K $122K
Jul 11, 2023 Q2 2023
Canton Hathaway, LLC

BUY
 -
470
+ 1.75%
$32K - $36.8K
27.4K $935K
Aug 03, 2023 Q2 2023
Optimum Investment Advisors

BUY
 -
419
New
$28.5K - $32.8K
419 $14.3K
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

BUY
 -
338
+ 241.43%
$23K - $26.5K
478 $16.3K
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
285
New
$19.4K - $22.3K
285 $9.73K
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
241
+ 2.41%
$16.4K - $18.9K
10.3K $350K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
211
+ 0.54%
$14.4K - $16.5K
39.4K $1.35M
Jul 12, 2023 Q2 2023
Epiq Partners, LLC

BUY
 -
200
+ 7.48%
$13.6K - $15.7K
2.87K $98.1K
Jul 17, 2023 Q2 2023
Trust CO Of Vermont

BUY
 -
166
+ 0.47%
$11.3K - $13K
35.8K $1.22M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
162
+ 2.99%
$11K - $12.7K
5.59K $191K
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
149
+ 22.64%
$10.1K - $11.7K
807 $27.6K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
143
+ 3.77%
$9.73K - $11.2K
3.94K $134K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
139
+ 2.11%
$9.46K - $10.9K
6.73K $230K
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
137
+ 28.84%
$9.32K - $10.7K
612 $20.9K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
134
+ 1.24%
$9.12K - $10.5K
10.9K $373K
Aug 08, 2023 Q2 2023
Family Firm, Inc.

BUY
 -
133
+ 1.18%
$9.05K - $10.4K
11.4K $388K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
114
+ 0.63%
$7.76K - $8.94K
18.1K $619K
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
112
+ 0.68%
$7.62K - $8.78K
16.7K $569K
Aug 11, 2023 Q2 2023
Stonebridge Financial Planning Group, LLC

BUY
 -
101
+ 1.05%
$6.87K - $7.92K
9.68K $331K
Aug 09, 2023 Q2 2023
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
101
+ 1.09%
$6.87K - $7.92K
9.35K $319K
Aug 10, 2023 Q2 2023
Rpg Investment Advisory, LLC

BUY
 -
95
+ 2.05%
$6.46K - $7.45K
4.73K $162K
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
94
New
$6.4K - $7.37K
94 $3.21K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
70
+ 116.67%
$4.76K - $5.49K
130 $4.44K
Aug 02, 2023 Q2 2023
Mai Capital Management

BUY
 -
63
+ 1.47%
$4.29K - $4.94K
4.35K $149K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
60
New
$4.08K - $4.7K
60 $2.05K
Aug 07, 2023 Q2 2023
Plante Moran Financial Advisors, LLC

BUY
 -
60
+ 46.88%
$4.08K - $4.7K
188 $6.42K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
59
+ 78.67%
$4.01K - $4.63K
134 $4.57K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
59
+ 78.67%
$4.01K - $4.63K
134 $4.57K
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
43
New
$2.93K - $3.37K
43 $1.47K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
39
+ 0.61%
$2.65K - $3.06K
6.43K $220K
Aug 21, 2023 Q2 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
36
New
$2.45K - $2.82K
36 $1.23K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
30
New
$2.04K - $2.35K
30 $1.02K
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
30
+ 1.07%
$2.04K - $2.35K
2.83K $96.4K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
25
+ 8.14%
$1.7K - $1.96K
332 $11.3K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
12
New
$816 - $941
12 $410
Aug 15, 2023 Q2 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
10
New
$680 - $784
10 $341
Jul 14, 2023 Q2 2023
Astoria Portfolio Advisors Llc.

BUY
 -
1
+ 0.02%
$68 - $78.4
5.08K $173K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

SELL
 -
-1
- 0.05%
$68 - $78.4
1.95K $66.4K
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-8
- 4.23%
$544 - $627
181 $6.18K
Jul 28, 2023 Q2 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-11
- 23.91%
$748 - $862
35 $1.19K
Jul 28, 2023 Q2 2023
Private Trust CO Na

SELL
 -
-15
- 0.46%
$1.02K - $1.18K
3.25K $111K
Jul 28, 2023 Q2 2023
Invst, LLC

Indianapolis, IN
SELL
 -
-18
- 0.19%
$1.22K - $1.41K
9.33K $318K
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-44
- 0.5%
$2.99K - $3.45K
8.79K $300K
Aug 14, 2023 Q2 2023
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-46
- 6.75%
$3.13K - $3.61K
635 $21.7K
Jul 25, 2023 Q2 2023
United Asset Strategies, Inc.

Garden City, NY
SELL
 -
-49
- 1.54%
$3.33K - $3.84K
3.14K $107K

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