Purchases and Sales Made in Q2 2024 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 2024. 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 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
207New |
$8.2K - $10.1K
|
207
$7.07K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
200New |
$7.92K - $9.8K
|
200
$6.83K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
200New |
$7.92K - $9.8K
|
200
$6.83K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
120New |
$4.75K - $5.88K
|
120
$4.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
114+ 4.03% |
$4.51K - $5.59K
|
2.95K
$101K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
105New |
$4.16K - $5.15K
|
105
$3.58K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
105New |
$4.16K - $5.15K
|
105
$3.58K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
100New |
$3.96K - $4.9K
|
100
$3.41K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
89+ 1.09% |
$3.52K - $4.36K
|
8.22K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
80New |
$3.17K - $3.92K
|
80
$2.73K
|
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
68+ 1.12% |
$2.69K - $3.33K
|
6.12K
$209K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
65+ 24.07% |
$2.57K - $3.19K
|
335
$11.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
55+ 0.62% |
$2.18K - $2.7K
|
8.88K
$303K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
50New |
$1.98K - $2.45K
|
50
$1.71K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
42New |
$1.66K - $2.06K
|
42
$1.43K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
42New |
$1.66K - $2.06K
|
42
$1.43K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
28+ 1400.0% |
$1.11K - $1.37K
|
30
$1.02K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24New |
$950 - $1.18K
|
24
$819
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
20+ 0.53% |
$792 - $980
|
3.8K
$130K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
20New |
$792 - $980
|
20
$683
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17New |
$673 - $833
|
17
$580
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
14+ 30.43% |
$554 - $686
|
60
$2.05K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
10+ 0.19% |
$396 - $490
|
5.32K
$182K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
4New |
$158 - $196
|
4
$137
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1+ 0.91% |
$39.6 - $49
|
111
$3.79K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1New |
$39.6 - $49
|
1
$34.1
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 3.37% |
$119 - $147
|
86
$2.94K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-3- 6.98% |
$119 - $147
|
40
$1.37K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10- 0.79% |
$396 - $490
|
1.25K
$42.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-14- 4.75% |
$554 - $686
|
281
$9.59K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-23- 88.46% |
$911 - $1.13K
|
3
$102
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-27- 30.34% |
$1.07K - $1.32K
|
62
$2.12K
|
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-27- 0.39% |
$1.07K - $1.32K
|
6.87K
$235K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35- 1.9% |
$1.39K - $1.72K
|
1.81K
$61.7K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-40- 0.67% |
$1.58K - $1.96K
|
5.92K
$202K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-51- 56.04% |
$2.02K - $2.5K
|
40
$1.37K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-55- 1.49% |
$2.18K - $2.7K
|
3.63K
$124K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-55- 1.07% |
$2.18K - $2.7K
|
5.08K
$173K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-63- 30.14% |
$2.49K - $3.09K
|
146
$4.98K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-68- 40.48% |
$2.69K - $3.33K
|
100
$3.41K
|
|
|
Aug 13, 2024
Q2 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-68- 2.92% |
$2.69K - $3.33K
|
2.26K
$77.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-70- 6.51% |
$2.77K - $3.43K
|
1.01K
$34.3K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-73- 0.82% |
$2.89K - $3.58K
|
8.84K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-82- 37.44% |
$3.25K - $4.02K
|
137
$4.68K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-90- 2.3% |
$3.56K - $4.41K
|
3.82K
$130K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-100- 9.52% |
$3.96K - $4.9K
|
950
$32.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-100- 25.91% |
$3.96K - $4.9K
|
286
$9.76K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-100- 5.11% |
$3.96K - $4.9K
|
1.86K
$63.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-150- 82.42% |
$5.94K - $7.35K
|
32
$1.09K
|