1834 Investment Advisors’s Invesco Solar ETF TAN Stock Holding History

1834 Investment Advisors’s Portfolio TAN Stock Details TAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-120	Closed	-$10K	–	500
2021 Q3	$10K	Hold	120	–	–	﹤0.01%	399
2021 Q2	$11K	Buy	+120	New	+$9.76K	﹤0.01%	411

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1834 Investment Advisors's TAN Position: Q4 2021 in Review

1834 Investment Advisors sold out of Invesco Solar ETF (TAN) in Q4 2021, closing a stake of 120 shares — an estimated $10K sold.

1834 Investment Advisors first reported a position in TAN in Q2 2021 and held it in 2 quarters. The position peaked at $11K in Q2 2021. 331 funds tracked by Wall St. Rank hold TAN as of Q4 2021.

1834 Investment Advisors reported no remaining Invesco Solar ETF position as of Q4 2021 after selling out during the quarter.
1834 Investment Advisors sold 120 Invesco Solar ETF shares in Q4 2021, an estimated $10K.
1834 Investment Advisors first reported a position in Invesco Solar ETF in Q2 2021 and held it in 2 quarters.
1834 Investment Advisors's Invesco Solar ETF position peaked at $11K in Q2 2021.
331 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2021.

Based on 1834 Investment Advisors's 13F filing for Q4 2021, filed 16 Feb 2022.