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Advisory Alpha’s Invesco Solar ETF TAN Stock Holding History

Advisory Alpha’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
2020
Q4 		– Sell
-256
Closed -$19K – 583
2020
Q3 		$19K Buy
+256
New +$12.9K ﹤0.01% 338
2020
Q2 		– Sell
-257
Closed -$7.44K – 553
2020
Q1 		$7.44K Buy
+257
New +$8.38K ﹤0.01% 443

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisory Alpha's TAN Position: Q4 2020 in Review

Advisory Alpha sold out of Invesco Solar ETF (TAN) in Q4 2020, closing a stake of 256 shares — an estimated $19K sold.

Advisory Alpha first reported a position in TAN in Q1 2020 and held it in 2 quarters. The position peaked at $19K in Q3 2020. 301 funds tracked by Wall St. Rank hold TAN as of Q4 2020.

  • Advisory Alpha reported no remaining Invesco Solar ETF position as of Q4 2020 after selling out during the quarter.
  • Advisory Alpha sold 256 Invesco Solar ETF shares in Q4 2020, an estimated $19K.
  • Advisory Alpha first reported a position in Invesco Solar ETF in Q1 2020 and held it in 2 quarters.
  • Advisory Alpha's Invesco Solar ETF position peaked at $19K in Q3 2020.
  • 301 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.