Alpha Omega Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Alpha Omega Wealth Management’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 Q3	–	Sell	-465	Closed	-$13K	–	510
2019 Q2	$13K	Hold	465	–	–	0.01%	415
2019 Q1	$11K	Hold	465	–	–	﹤0.01%	417
2018 Q4	$9K	Hold	465	–	–	﹤0.01%	378
2018 Q3	$10K	Hold	465	–	–	﹤0.01%	384
2018 Q2	$11K	Hold	465	–	–	0.01%	372
2018 Q1	$11K	Hold	465	–	–	0.01%	339
2017 Q4	$12K	Hold	465	–	–	0.01%	334
2017 Q3	$10K	Buy	+465	New	+$9.96K	0.01%	349

Other funds holding TAN

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return