Institutional Ownership Invesco ETF Tr Ii Solar ETF (TAN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Solar ETF (TAN). We have compiled data on the 255 institutions that hold shares in the stock, with a total of 5.15 Million shares, which have been reported (via 13F filing form) to have a value of $255 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
5,897
shares
|
$291,960
0.14% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
5,842
shares
|
$289,237
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
5,755
shares
|
$284,930
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
5,709
shares
|
$282,652
0.0% of portfolio
|
Q3 2025
Added 67.67%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,675
shares
|
$280,969
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
5,547
shares
|
$274,631
0.0% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
5,182
shares
|
$256,560
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
5,164
shares
|
$255,669
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
5,080
shares
|
$251,510
0.01% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,900
shares
|
$242,599
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
4,704
shares
|
$232,895
0.0% of portfolio
|
Q3 2025
Reduced 24.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
4,639
shares
|
$229,676
0.0% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
4,591
shares
|
$227,300
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,351
shares
|
$215,418
0.0% of portfolio
|
Q4 2022
Added 23.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,262
shares
|
$211,011
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,124
shares
|
$204,179
0.0% of portfolio
|
Q3 2025
Added 88.66%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,068
shares
|
$201,406
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Nov 10, 2025 Q3 2025 |
4,000
shares
|
$198,040
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
4,000
shares
|
$198,040
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,889
shares
|
$192,544
0.0% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,803
shares
|
$188,286
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
3,760
shares
|
$186,157
0.01% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,665
shares
|
$181,454
0.02% of portfolio
|
Q3 2022
Reduced 5.17%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
3,519
shares
|
$174,225
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
3,345
shares
|
$165,610
0.0% of portfolio
|
Q3 2025
Added 64.78%
|
|