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ACG Wealth’s Invesco Solar ETF TAN Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-200
Closed -$14K – 918
2022
Q2 		$14K Buy
+200
New +$13.9K ﹤0.01% 649

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ACG Wealth's TAN Position: Q3 2022 in Review

ACG Wealth sold out of Invesco Solar ETF (TAN) in Q3 2022, closing a stake of 200 shares — an estimated $14K sold.

ACG Wealth first reported a position in TAN in Q2 2022 and held it in 1 quarter. The position peaked at $14K in Q2 2022. 319 funds tracked by Wall St. Rank hold TAN as of Q3 2022.

  • ACG Wealth reported no remaining Invesco Solar ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 200 Invesco Solar ETF shares in Q3 2022, an estimated $14K.
  • ACG Wealth first reported a position in Invesco Solar ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Invesco Solar ETF position peaked at $14K in Q2 2022.
  • 319 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.