Congress Wealth Management LLC Invesco ETF Tr Ii Solar ETF Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Invesco ETF Tr Ii Solar ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 126,661 shares of TAN stock, worth $6.27 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

126,661

Previous 128,384 1.34%

Holding current value

$6.27 Million

Previous $3.91 Million 10.97%

% of portfolio

0.04%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$26.03 - $35.66 $44,849 - $61,442	-1,723 Reduced 1.34%	126,661 $4.34 Million
Q1 2025 May 14, 2025	BUY	$30.46 - $36.6 $227,383 - $273,219	7,465 Added 6.17%	128,384 $3.91 Million
Q4 2024 Feb 11, 2025	SELL	$32.56 - $42.89 $281,188 - $370,398	-8,636 Reduced 6.67%	120,919 $4 Million
Q3 2024 Nov 12, 2024	BUY	$38.1 - $44.5 $4.94 Million - $5.77 Million	129,555 New	129,555 $5.59 Million
Q1 2022 May 16, 2022	SELL	$59.66 - $78.49 $10.2 Million - $13.5 Million	-171,719 Closed	0 $0

Q4 2021 Feb 04, 2022	BUY	$73.76 - $100.53 $12.7 Million - $17.3 Million	171,719 New	171,719 $13.2 Million

Others Institutions Holding TAN

# of Institutions

252

Shares Held

5.33M

Call Options Held

872K

Put Options Held

2.2M

View Full List

About INVESCO ETF TR II SOLAR ETF

Ticker TAN
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Invesco ETF Tr Ii Solar ETF Transaction History