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Get Institutions for : 
Invesco Solar ETF (TAN)  
$42.48 0.58 (1.35%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 272    2
Total shares held : 
 13,802,409  
% of shares held : 
 48.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 2,907,400  
% of shares held change : 
   10.2%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $49.43  
Last Quarter's Ending Price : 
 $53.35  
Last Quarter's Average Price : 
 $46.83  
Change from last quarter's     
avg. price to the last closing  : 
4.35 (9.29%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
30
 765,397
 5.55%
 
Increased Positions :
82
 5,380,152
 38.98%
 
Unchanged Positions :
78
 558,303
 4.04%
 
Decreased Positions :
82
-2,746,390
-19.9%
 
Closed Positions :
32
-491,759
-3.56%
 
Guru Positions :
1
7,000
 0.05%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Kranot Hishtalmut Le Morim Ve Gananot Havera Menah 41 - 2024-03-31 184,729 $8,383,000 0
   GenTrust LLC 41 - 2024-03-31 100,950 $4,580,000 0
   Kranot Hishtalmut Le Morim Tichoniim Havera Menahe 40 - 2024-03-31 61,369 $2,785,000 0
   Patriot Investment Management Inc. 72 - 2024-03-31 36,732 $1,667,000 0
   Bramshill Investments LLC 87 - 2023-12-31 19,254 $1,027,000 0
   US BANCORP 1865 - 2023-12-31 4,909 $262,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 127 - 2023-06-30 3,665 $262,000 0
   Pine Valley Investments Ltd Liability Co 389 - 2023-12-31 4,672 $249,000 0
   EMPIRICAL FINANCIAL SERVICES, LLC 442 - 2023-12-31 4,356 $232,000 0
   NewEdge Wealth LLC 695 - 2023-12-31 4,023 $215,000 0
   Astoria Portfolio Advisors LLC. 181 - 2024-03-31 5,000 $203,000 0
   Westside Investment Management Inc. 221 - 2024-03-31 4,181 $190,000 0
   AdvisorNet Financial Inc 660 - 2024-03-31 1,945 $88,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 205 - 2023-12-31 1,467 $78,000 0
   NBC SECURITIES INC. 1015 - 2024-03-31 1,673 $75,000 0
   KISTLERTIFFANY COMPANIES, LLC 442 - 2023-06-30 1,027 $73,000 0
   Main Management LLC 87 - 2023-12-31 1,225 $65,000 0
   TD Waterhouse Canada Inc. 909 - 2023-12-31 926 $59,000 0
   Harel Insurance Investments & Financial Services L - 2024-03-31 1,220 $55,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 471 - 2022-12-31 638 $47,000 0
   HM PAYSON & CO 619 - 2023-12-31 800 $43,000 0
   ANTONETTI CAPITAL MANAGEMENT LLC 116 - 2023-09-30 689 $36,000 0
   Hartland & Co. LLC 833 - 2023-12-31 612 $33,000 0
   LGT Financial Advisors LLC 282 - 2024-03-31 701 $32,000 0
   Geneos Wealth Management Inc. - 2024-03-31 688 $31,000 0
   Kalos Management Inc. 78 - 2023-06-30 433 $31,000 0
   Financial Freedom LLC 190 - 2024-03-31 655 $30,000 0
   Sunbelt Securities Inc. 1006 - 2024-03-31 600 $27,000 0
   FRANKLIN RESOURCES INC 2483 - 2023-12-31 500 $27,000 0
   Planning Capital Management Corp 253 - 2024-03-31 554 $25,000 0
   WHITTIER TRUST CO OF NEVADA INC - 2024-03-31 440 $20,000 0
   BARTLETT & CO. LLC 880 - 2023-12-31 325 $18,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 880 - 2023-12-31 325 $18,000 0
   First Command Financial Services Inc. 309 - 2023-06-30 243 $17,000 0
   First Command Bank 310 - 2023-06-30 243 $17,000 0
   Activest Wealth Management 182 - 2024-03-31 364 $17,000 0
   Colonial Trust Co / SC 662 - 2023-12-31 300 $16,000 0
   Glass Jacobson Investment Advisors llc 503 - 2024-03-31 350 $16,000 0
   Core Wealth Advisors Inc. 150 - 2023-12-31 298 $16,000 0
   BALDWIN BROTHERS INC/MA 514 - 2024-03-31 338 $15,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1624 - 2024-03-31 295 $13,000 0
   Pacific Center for Financial Services 267 - 2023-12-31 219 $12,000 0
   West Branch Capital LLC 266 - 2024-03-31 239 $11,000 0
   Investors Research Corp 722 - 2023-12-31 200 $11,000 0
   Asset Dedication LLC 673 - 2024-03-31 243 $11,000 0
   First Personal Financial Services 281 - 2024-03-31 230 $10,000 0
   THOMPSON INVESTMENT MANAGEMENT INC 356 - 2024-03-31 200 $9,000 0
   CLEAR INVESTMENT RESEARCH LLC 157 - 2024-03-31 197 $9,000 0
   SOA Wealth Advisors LLC. 556 - 2024-03-31 209 $9,000 0
   FTB Advisors Inc. 1669 - 2024-03-31 181 $8,000 0
   SIGNATUREFD, LLC - 2024-03-31 182 $8,000 0
   CAMBRIDGE TRUST CO 607 - 2023-12-31 125 $7,000 0
   PFG Private Wealth Management LLC 140 - 2024-03-31 145 $7,000 0
   Key Financial Inc 833 - 2024-03-31 135 $7,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 625 - 2023-12-31 110 $6,000 0
   Lindbrook Capital LLC 1842 - 2024-03-31 133 $6,000 0
   Coastal Capital Group Inc. 421 - 2023-06-30 69 $5,000 0
   Archer Investment Corp 750 - 2023-12-31 94 $5,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 521 - 2023-12-31 86 $5,000 0
   ADIRONDACK TRUST CO 417 - 2024-03-31 95 $4,000 0
   Washington Trust Advisors Inc. 598 - 2023-12-31 75 $4,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 1224 - 2024-03-31 59 $3,000 0
   CALDWELL SUTTER CAPITAL INC. 715 - 2024-03-31 70 $3,000 0
   BDO Wealth Advisors LLC 835 - 2023-06-30 44 $3,000 0
   CarsonAllaria Wealth Management Ltd. 296 - 2023-12-31 45 $2,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 1032 - 2023-12-31 30 $2,000 0
   Cassady Schiller Wealth Management LLC 390 - 2023-12-31 35 $2,000 0
   Focused Wealth Management Inc 731 - 2023-12-31 40 $2,000 0
   Householder Group Estate & Retirement Specialist L - 2024-03-31 40 $2,000 0
   WFA of San Diego LLC 352 - 2023-09-30 43 $2,000 0
   Venturi Wealth Management LLC 1283 - 2024-03-31 46 $2,000 0
   Quent Capital LLC - 2024-03-31 47 $2,000 0
   Biltmore Family Office LLC 223 - 2023-12-31 15 $1,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 661 - 2024-03-31 13 $1,000 0
   JFS WEALTH ADVISORS, LLC - 2024-03-31 23 $1,000 0
   Farther Finance Advisors LLC 2838 - 2023-12-31 28 $1,000 0
   DHJJ Financial Advisors Ltd. 702 - 2024-03-31 3 $0 0
   SJS Investment Consulting Inc. 1446 - 2024-03-31 10 $0 0
   Smartleaf Asset Management LLC - 2024-03-31 1 $0 0
   Global Wealth Strategies & Associates 393 - 2024-03-31 2 $0 0
  80 Records found
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