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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
877
shares
|
$43,420
0.0% of portfolio
|
Q1 2024
Reduced 40.22%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
877
shares
|
$43,420
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
876
shares
|
$43,370
0.0% of portfolio
|
Q1 2024
Reduced 5.4%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
800
shares
|
$39,608
0.0% of portfolio
|
Q2 2022
Reduced 11.11%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
773
shares
|
$38,271
0.03% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
736
shares
|
$36,439
0.0% of portfolio
|
Q3 2025
Reduced 37.94%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
689
shares
|
$34,112
0.05% of portfolio
|
Q3 2021
Reduced 8.86%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
638
shares
|
$31,587
0.0% of portfolio
|
Q3 2022
Reduced 16.38%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
628
shares
|
$31,092
0.0% of portfolio
|
Q2 2025
Added 31.38%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
612
shares
|
$30,300
0.0% of portfolio
|
Q1 2025
Reduced 17.63%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
611
shares
|
$30,250
0.0% of portfolio
|
Q3 2025
Reduced 15.72%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
600
shares
|
$29,706
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
554
shares
|
$27,428
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
548
shares
|
$27,131
0.0% of portfolio
|
Q3 2024
Reduced 27.22%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
500
shares
|
$24,755
0.0% of portfolio
|
Q2 2023
Reduced 19.22%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
500
shares
|
$24,755
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
485
shares
|
$24,012
0.0% of portfolio
|
Q2 2025
Reduced 29.51%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
483
shares
|
$23,913
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
463
shares
|
$22,923
0.0% of portfolio
|
Q3 2025
Reduced 13.62%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
456
shares
|
$22,576
0.0% of portfolio
|
Q3 2025
Reduced 64.4%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
440
shares
|
$21,784
0.0% of portfolio
|
Q3 2020
Reduced 31.25%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
414
shares
|
$20,497
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
410
shares
|
$20,299
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
398
shares
|
$19,704
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
390
shares
|
$19,308
0.0% of portfolio
|
Q2 2025
New holding
|
|