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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
195
shares
|
$9,654
0.0% of portfolio
|
Q3 2024
Reduced 15.22%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
173
shares
|
$8,565
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
162
shares
|
$8,020
0.0% of portfolio
|
Q3 2025
Added 102.5%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
146
shares
|
$7,228
0.0% of portfolio
|
Q2 2024
Reduced 30.14%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
131
shares
|
$6,485
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
125
shares
|
$6,188
0.0% of portfolio
|
Q1 2022
Reduced 68.75%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
112
shares
|
$5,545
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
105
shares
|
$5,198
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
100
shares
|
$4,951
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
100
shares
|
$4,951
0.0% of portfolio
|
Q1 2025
Reduced 66.1%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
100
shares
|
$4,951
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
95
shares
|
$4,703
0.0% of portfolio
|
Q1 2023
Reduced 59.57%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
84
shares
|
$4,158
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
71
shares
|
$3,515
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
70
shares
|
$3,465
0.0% of portfolio
|
Q3 2025
Reduced 32.69%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
69
shares
|
$3,416
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
60
shares
|
$2,970
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
59
shares
|
$2,921
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
56
shares
|
$2,772
0.0% of portfolio
|
Q1 2025
Reduced 53.72%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
55
shares
|
$2,723
0.0% of portfolio
|
Q4 2023
Reduced 47.62%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
55
shares
|
$2,723
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
55
shares
|
$2,723
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
50
shares
|
$2,475
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
50
shares
|
$2,475
0.0% of portfolio
|
Q3 2024
Reduced 54.95%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
50
shares
|
$2,475
0.0% of portfolio
|
Q3 2024
New holding
|
|