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 260 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $332 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
975
shares
|
$27,670
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
928
shares
|
$26,336
0.01% of portfolio
|
Q2 2024
Reduced 56.39%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
907
shares
|
$25,740
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
877
shares
|
$24,889
0.0% of portfolio
|
Q1 2024
Reduced 40.22%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
876
shares
|
$24,860
0.0% of portfolio
|
Q1 2024
Reduced 5.4%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
800
shares
|
$22,704
0.0% of portfolio
|
Q2 2022
Reduced 11.11%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
772
shares
|
$21,909
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
725
shares
|
$20,575
0.0% of portfolio
|
Q4 2024
Added 41.33%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
689
shares
|
$19,553
0.05% of portfolio
|
Q3 2021
Reduced 8.86%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
688
shares
|
$19,525
0.0% of portfolio
|
Q3 2022
Reduced 9.35%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
669
shares
|
$18,986
0.0% of portfolio
|
Q1 2025
Reduced 16.89%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
657
shares
|
$18,645
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
653
shares
|
$18,532
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
638
shares
|
$18,106
0.0% of portfolio
|
Q3 2022
Reduced 16.38%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
612
shares
|
$17,368
0.0% of portfolio
|
Q1 2025
Reduced 17.63%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
600
shares
|
$17,028
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
554
shares
|
$15,722
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
548
shares
|
$15,552
0.0% of portfolio
|
Q3 2024
Reduced 27.22%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
544
shares
|
$15,438
0.01% of portfolio
|
Q1 2025
Reduced 17.2%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
511
shares
|
$14,502
0.0% of portfolio
|
Q4 2024
Added 30.36%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
500
shares
|
$14,190
0.0% of portfolio
|
Q2 2023
Reduced 19.22%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
500
shares
|
$14,190
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
478
shares
|
$13,565
0.0% of portfolio
|
Q1 2025
Reduced 17.3%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
440
shares
|
$12,487
0.0% of portfolio
|
Q3 2020
Reduced 31.25%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
400
shares
|
$11,352
0.0% of portfolio
|
Q3 2024
New holding
|