Purchases and Sales Made in Q2 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 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 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-50- 1.61% |
$3.4K - $3.92K
|
3.06K
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-56- 3.89% |
$3.81K - $4.39K
|
1.39K
$46.6K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-65- 6.1% |
$4.42K - $5.1K
|
1K
$33.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-68- 1.11% |
$4.63K - $5.33K
|
6.03K
$203K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-68- 0.27% |
$4.63K - $5.33K
|
25.5K
$858K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-75- 1.39% |
$5.1K - $5.88K
|
5.34K
$180K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-80- 1.18% |
$5.44K - $6.27K
|
6.7K
$225K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-100- 9.09% |
$6.8K - $7.84K
|
1K
$33.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-100- 0.72% |
$6.8K - $7.84K
|
13.9K
$466K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-100- 2.36% |
$6.8K - $7.84K
|
4.13K
$139K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-100- 2.3% |
$6.8K - $7.84K
|
4.25K
$143K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-118- 0.57% |
$8.03K - $9.25K
|
20.4K
$687K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-119- 19.22% |
$8.1K - $9.33K
|
500
$16.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-135- 1.29% |
$9.19K - $10.6K
|
10.4K
$348K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-150- 10.58% |
$10.2K - $11.8K
|
1.27K
$42.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-150- 2.89% |
$10.2K - $11.8K
|
5.05K
$170K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-191- 5.7% |
$13K - $15K
|
3.16K
$106K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-209- 0.92% |
$14.2K - $16.4K
|
22.6K
$759K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-211- 3.48% |
$14.4K - $16.5K
|
5.85K
$197K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-225- 8.89% |
$15.3K - $17.6K
|
2.31K
$77.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-226- 0.14% |
$15.4K - $17.7K
|
159K
$5.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-230- 3.47% |
$15.6K - $18K
|
6.4K
$215K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-248- 11.74% |
$16.9K - $19.4K
|
1.87K
$62.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-268- 2.04% |
$18.2K - $21K
|
12.9K
$433K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-290- 8.7% |
$19.7K - $22.7K
|
3.04K
$102K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-290- 8.7% |
$19.7K - $22.7K
|
3.04K
$102K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-300- 16.87% |
$20.4K - $23.5K
|
1.48K
$49.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-309- 4.61% |
$21K - $24.2K
|
6.39K
$215K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-317- 63.15% |
$21.6K - $24.9K
|
185
$6.23K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-332- 0.54% |
$22.6K - $26K
|
60.8K
$2.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-380- 1.02% |
$25.9K - $29.8K
|
36.7K
$1.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-385- 2.23% |
$26.2K - $30.2K
|
16.9K
$569K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-395- 10.98% |
$26.9K - $31K
|
3.2K
$108K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-444- 76.68% |
$30.2K - $34.8K
|
135
$4.54K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-474- 3.07% |
$32.3K - $37.2K
|
15K
$504K
|
|
|
Aug 11, 2023
Q2 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-500- 4.71% |
$34K - $39.2K
|
10.1K
$341K
|
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-547- 15.1% |
$37.2K - $42.9K
|
3.08K
$103K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-639- 79.97% |
$43.5K - $50.1K
|
160
$5.38K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-687- 4.5% |
$46.7K - $53.9K
|
14.6K
$491K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-687- 13.34% |
$46.7K - $53.9K
|
4.46K
$150K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-693- 4.71% |
$47.2K - $54.3K
|
14K
$472K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-700- 14.66% |
$47.6K - $54.9K
|
4.08K
$137K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-756- 4.81% |
$51.4K - $59.3K
|
15K
$503K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-757- 15.41% |
$51.5K - $59.3K
|
4.16K
$140K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-820- 3.03% |
$55.8K - $64.3K
|
26.2K
$883K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-857- 6.91% |
$58.3K - $67.2K
|
11.5K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-869- 27.04% |
$59.1K - $68.1K
|
2.35K
$78.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-966- 8.97% |
$65.7K - $75.7K
|
9.81K
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-968- 8.0% |
$65.9K - $75.9K
|
11.1K
$374K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.08K- 1.22% |
$73.2K - $84.4K
|
87.4K
$2.94M
|