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 |
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
180
shares
|
$5,108
0.0% of portfolio
|
Q1 2024
Reduced 39.39%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
175
shares
|
$4,966
0.0% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
173
shares
|
$4,909
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
146
shares
|
$4,143
0.0% of portfolio
|
Q2 2024
Reduced 30.14%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
145
shares
|
$4,115
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
137
shares
|
$3,888
0.0% of portfolio
|
Q2 2024
Reduced 37.44%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
131
shares
|
$3,717
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
125
shares
|
$3,547
0.0% of portfolio
|
Q1 2022
Reduced 68.75%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
112
shares
|
$3,178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
100
shares
|
$2,838
0.0% of portfolio
|
Q4 2023
Reduced 98.62%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
95
shares
|
$2,696
0.0% of portfolio
|
Q1 2023
Reduced 59.57%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
82
shares
|
$2,327
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
80
shares
|
$2,270
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
71
shares
|
$2,014
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
70
shares
|
$1,986
0.0% of portfolio
|
Q4 2024
Reduced 92.47%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
69
shares
|
$1,958
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
59
shares
|
$1,674
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
56
shares
|
$1,589
0.0% of portfolio
|
Q1 2025
Reduced 53.72%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
55
shares
|
$1,560
0.0% of portfolio
|
Q4 2023
Reduced 47.62%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
55
shares
|
$1,560
0.0% of portfolio
|
Q3 2024
Reduced 92.31%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
50
shares
|
$1,419
0.0% of portfolio
|
Q3 2024
Reduced 54.95%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
50
shares
|
$1,419
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
50
shares
|
$1,419
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
47
shares
|
$1,333
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
44
shares
|
$1,248
0.0% of portfolio
|
Q1 2021
New holding
|