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Advisor Group’s Invesco Solar ETF TAN Stock Holding History

Advisor Group’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
2019
Q4 		$220K Buy
7,159
+365
+5% +$10.6K ﹤0.01% 2327
2019
Q3 		$199K Buy
6,794
+1,926
+40% +$57.5K ﹤0.01% 2335
2019
Q2 		$137K Buy
4,868
+539
+12% +$13.9K ﹤0.01% 2622
2019
Q1 		$99K Buy
4,329
+3,192
+281% +$72.6K ﹤0.01% 2876
2018
Q4 		$21K Buy
1,137
+400
+54% +$7.89K ﹤0.01% 3781
2018
Q3 		$14K Sell
737
-78
-10% -$1.72K ﹤0.01% 4095
2018
Q2 		$18K Sell
815
-7,192
-90% -$178K ﹤0.01% 3777
2018
Q1 		$196K Buy
8,007
+5,057
+171% +$126K ﹤0.01% 1991
2017
Q4 		$74K Buy
2,950
+2,389
+426% +$57.1K ﹤0.01% 2804
2017
Q3 		$11K Buy
561
+197
+54% +$4.22K ﹤0.01% 3921
2017
Q2 		$7K Buy
364
+18
+5% +$327 ﹤0.01% 4111
2017
Q1 		$7K Hold
346
– – ﹤0.01% 3984
2016
Q4 		$6K Buy
346
+75
+28% +$1.39K ﹤0.01% 3856
2016
Q3 		$6K Hold
271
– – ﹤0.01% 3831
2016
Q2 		$4K Buy
+271
New +$5.96K ﹤0.01% 3895

Other funds holding TAN

ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Advisor Group's TAN Position: Q4 2019 in Review

Advisor Group increased its Invesco Solar ETF (TAN) stake by 5.4% in Q4 2019, buying an estimated $10.6K and bringing the position to 7,159 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2327.

Advisor Group first reported a position in TAN in Q2 2016 and has held it in 15 quarters since. 106 funds tracked by Wall St. Rank hold TAN as of Q4 2019.

  • Advisor Group held 7,159 shares of Invesco Solar ETF worth $220K as of Q4 2019.
  • Advisor Group bought 365 Invesco Solar ETF shares in Q4 2019, an estimated $10.6K.
  • Invesco Solar ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2327 holding.
  • Advisor Group first reported a position in Invesco Solar ETF in Q2 2016 and has held it in 15 quarters since.
  • 106 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.