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American Portfolios Advisors’s Invesco Solar ETF TAN Stock Holding History

American Portfolios 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
2022
Q3 		$2.2M Buy
29,875
+24,052
+413% +$1.94M 0.09% 217
2022
Q2 		$416K Buy
5,823
+793
+16% +$54.9K 0.02% 737
2022
Q1 		$380K Buy
5,030
+828
+20% +$57.2K 0.01% 860
2021
Q4 		$323K Buy
4,202
+100
+2% +$8.76K 0.01% 928
2021
Q3 		$328K Sell
4,102
-565
-12% -$47.6K 0.01% 897
2021
Q2 		$417K Sell
4,667
-8,823
-65% -$718K 0.02% 802
2021
Q1 		$1.24M Buy
13,490
+2,657
+25% +$279K 0.05% 340
2020
Q4 		$1.11M Sell
10,833
-24,372
-69% -$1.95M 0.06% 313
2020
Q3 		$2.28M Buy
35,205
+24,411
+226% +$1.23M 0.13% 152
2020
Q2 		$390K Sell
10,794
-1,977
-15% -$62.6K 0.03% 522
2020
Q1 		$322K Buy
12,771
+1,769
+16% +$57.7K 0.03% 494
2019
Q4 		$339K Buy
11,002
+1,183
+12% +$34.2K 0.02% 553
2019
Q3 		$288K Sell
9,819
-6,083
-38% -$182K 0.02% 569
2019
Q2 		$450K Buy
15,902
+11,232
+241% +$291K 0.04% 428
2019
Q1 		$108K Buy
4,670
+1,470
+46% +$33.4K 0.01% 857
2018
Q4 		$59.4K Hold
3,200
– – 0.01% 947
2018
Q3 		$66.4K Hold
3,200
– – 0.01% 993
2018
Q2 		$73.9K Sell
3,200
-125
-4% -$3.09K 0.01% 932
2018
Q1 		$81.7K Sell
3,325
-100
-3% -$2.5K 0.01% 826
2017
Q4 		$86.1K Buy
+3,425
New +$81.8K 0.01% 780

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 $445B AUM 25.58% 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 60.47% 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

American Portfolios Advisors's TAN Position: Q3 2022 in Review

American Portfolios Advisors increased its Invesco Solar ETF (TAN) stake by 413% in Q3 2022, buying an estimated $1.94M and bringing the position to 29,875 shares worth $2.2M. The position accounts for 0.09% of the portfolio, ranked #217.

American Portfolios Advisors first reported a position in TAN in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.28M in Q3 2020. 319 funds tracked by Wall St. Rank hold TAN as of Q3 2022.

  • American Portfolios Advisors held 29,875 shares of Invesco Solar ETF worth $2.2M as of Q3 2022.
  • American Portfolios Advisors bought 24,052 Invesco Solar ETF shares in Q3 2022, an estimated $1.94M.
  • Invesco Solar ETF made up 0.09% of American Portfolios Advisors's portfolio in Q3 2022, its #217 holding.
  • American Portfolios Advisors first reported a position in Invesco Solar ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Invesco Solar ETF position peaked at $2.28M in Q3 2020.
  • 319 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.