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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.24K- 7.55% |
$84.1K - $96.9K
|
15.1K
$517K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.4K- 1.04% |
$95.1K - $110K
|
133K
$4.52M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.48K- 21.45% |
$101K - $116K
|
5.43K
$185K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.49K- 29.83% |
$101K - $117K
|
3.51K
$120K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.65K- 56.74% |
$112K - $129K
|
1.26K
$42.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.74K- 15.93% |
$118K - $136K
|
9.18K
$313K
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-1.74K- 1.99% |
$119K - $137K
|
85.6K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.8K- 26.46% |
$122K - $141K
|
4.99K
$170K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.82K- 17.98% |
$123K - $142K
|
8.28K
$283K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.84K- 33.17% |
$125K - $144K
|
3.71K
$127K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.87K- 36.76% |
$127K - $146K
|
3.21K
$110K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.96K- 61.67% |
$134K - $154K
|
1.22K
$41.7K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.97K- 52.93% |
$134K - $154K
|
1.75K
$59.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.06K- 17.87% |
$140K - $162K
|
9.47K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-2.17K- 13.97% |
$147K - $170K
|
13.3K
$455K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.18K- 12.08% |
$148K - $171K
|
15.8K
$540K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.45K- 35.83% |
$167K - $192K
|
4.39K
$150K
|
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-2.66K- 50.0% |
$181K - $209K
|
2.66K
$90.8K
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-2.8K- 43.7% |
$190K - $219K
|
3.6K
$123K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.14K- 6.45% |
$213K - $246K
|
45.5K
$1.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.22K- 16.94% |
$219K - $253K
|
15.8K
$539K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-3.44K- 58.49% |
$234K - $270K
|
2.44K
$83.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.2K- 12.79% |
$285K - $329K
|
28.6K
$976K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.84K- 30.69% |
$329K - $379K
|
10.9K
$373K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.23K- 13.24% |
$356K - $410K
|
34.3K
$1.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-5.57K- 98.43% |
$379K - $437K
|
89
$3.04K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.67K- 57.69% |
$386K - $444K
|
4.16K
$142K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.77K- 7.74% |
$393K - $453K
|
68.8K
$2.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-5.8K- 7.94% |
$395K - $455K
|
67.2K
$2.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-7.01K- 98.03% |
$477K - $550K
|
141
$4.81K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-7.33K- 33.61% |
$499K - $575K
|
14.5K
$495K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-7.33K- 33.61% |
$499K - $575K
|
14.5K
$495K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.42K- 16.0% |
$505K - $582K
|
39K
$1.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.69K- 40.75% |
$592K - $682K
|
12.6K
$432K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.88K- 7.9% |
$604K - $697K
|
104K
$3.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.88K- 7.9% |
$604K - $697K
|
104K
$3.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-9.03K- 37.46% |
$614K - $708K
|
15.1K
$514K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-11.9K- 68.43% |
$813K - $936K
|
5.51K
$188K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17.3K- 27.9% |
$1.18M - $1.36M
|
44.8K
$1.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18K- 13.58% |
$1.22M - $1.41M
|
114K
$3.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.8K- 20.96% |
$1.35M - $1.55M
|
74.7K
$2.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.9K- 11.19% |
$1.42M - $1.64M
|
166K
$5.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-21.3K- 20.08% |
$1.45M - $1.67M
|
84.7K
$2.89M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-31.8K- 42.14% |
$2.16M - $2.49M
|
43.6K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50.3K- 29.18% |
$3.42M - $3.95M
|
122K
$4.17M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-50.4K- 27.34% |
$3.43M - $3.95M
|
134K
$4.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-55.8K- 73.98% |
$3.8M - $4.37M
|
19.6K
$670K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-64.3K- 99.74% |
$4.37M - $5.04M
|
170
$5.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-79K- 12.07% |
$5.38M - $6.19M
|
576K
$19.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-83.2K- 21.23% |
$5.66M - $6.52M
|
308K
$10.5M
|