Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
100New |
$3.26K - $4.29K
|
100
$3.44K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
87+ 2.01% |
$2.83K - $3.73K
|
4.41K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
71New |
$2.31K - $3.05K
|
71
$2.45K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
70+ 3.39% |
$2.28K - $3K
|
2.13K
$73.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
54New |
$1.76K - $2.32K
|
54
$1.86K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50New |
$1.63K - $2.14K
|
50
$1.72K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
39+ 3.07% |
$1.27K - $1.67K
|
1.31K
$45.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
32+ 800.0% |
$1.04K - $1.37K
|
36
$1.24K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
30New |
$977 - $1.29K
|
30
$1.03K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
25New |
$814 - $1.07K
|
25
$861
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
19New |
$619 - $815
|
19
$654
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8New |
$260 - $343
|
8
$276
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.4% |
$163 - $214
|
1.26K
$43.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.5% |
$163 - $214
|
1.01K
$34.8K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
4New |
$130 - $172
|
4
$138
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.31% |
$65.1 - $85.8
|
657
$22.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2New |
$65.1 - $85.8
|
2
$68.9
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2New |
$65.1 - $85.8
|
2
$68.9
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.27% |
$32.6 - $42.9
|
365
$12.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.17% |
$32.6 - $42.9
|
578
$19.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 1.5% |
$65.1 - $85.8
|
131
$4.51K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-18- 2.2% |
$586 - $772
|
802
$27.6K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-35- 10.45% |
$1.14K - $1.5K
|
300
$10.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-47Closed |
$1.53K - $2.02K
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-52- 83.87% |
$1.69K - $2.23K
|
10
$344
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-59- 0.38% |
$1.92K - $2.53K
|
15.3K
$527K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-99- 7.33% |
$3.22K - $4.25K
|
1.25K
$43.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-101- 1.25% |
$3.29K - $4.33K
|
8K
$276K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-152- 10.44% |
$4.95K - $6.52K
|
1.3K
$44.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-265- 1.77% |
$8.63K - $11.4K
|
14.7K
$507K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-300- 51.19% |
$9.77K - $12.9K
|
286
$9.85K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-354- 11.27% |
$11.5K - $15.2K
|
2.79K
$96K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-357- 7.11% |
$11.6K - $15.3K
|
4.66K
$161K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-370- 52.86% |
$12K - $15.9K
|
330
$11.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-418- 7.46% |
$13.6K - $17.9K
|
5.19K
$179K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-420- 1.56% |
$13.7K - $18K
|
26.5K
$914K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-573- 6.73% |
$18.7K - $24.6K
|
7.94K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-580- 32.13% |
$18.9K - $24.9K
|
1.23K
$42.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-600- 6.52% |
$19.5K - $25.7K
|
8.6K
$296K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-602- 53.18% |
$19.6K - $25.8K
|
530
$18.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-604- 1.64% |
$19.7K - $25.9K
|
36.1K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-687- 4.48% |
$22.4K - $29.5K
|
14.6K
$504K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-700- 0.28% |
$22.8K - $30K
|
247K
$8.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-805- 5.26% |
$26.2K - $34.5K
|
14.5K
$499K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-860- 92.47% |
$28K - $36.9K
|
70
$2.41K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-895- 38.58% |
$29.1K - $38.4K
|
1.43K
$49.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.12K- 40.8% |
$36.3K - $47.9K
|
1.62K
$55.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.16K- 99.91% |
$37.8K - $49.8K
|
1
$34.4
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.41K- 13.24% |
$45.8K - $60.3K
|
9.21K
$317K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.53K- 14.03% |
$49.7K - $65.5K
|
9.36K
$322K
|