American Research & Management Company’s Invesco Solar ETF TAN Stock Holding History

American Research & Management Company’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	$86K	Hold	1,166	–	–	0.02%	161
2022 Q2	$83K	Hold	1,166	–	–	0.02%	170
2022 Q1	$88K	Hold	1,166	–	–	0.02%	174
2021 Q4	$90K	Buy	1,166 +165	+16%	+$14.5K	0.02%	176
2021 Q3	$80K	Hold	1,001	–	–	0.02%	181
2021 Q2	$89K	Buy	1,001 +87	+10%	+$7.08K	0.02%	180
2021 Q1	$84K	Buy	+914	New	+$96.1K	0.02%	173

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Research & Management Company's TAN Position: Q3 2022 in Review

American Research & Management Company held its Invesco Solar ETF (TAN) position steady in Q3 2022 at 1,166 shares worth $86K. The position accounts for 0.02% of the portfolio, ranked #161.

American Research & Management Company first reported a position in TAN in Q1 2021 and has held it in 7 quarters since. The position peaked at $90K in Q4 2021. 319 funds tracked by Wall St. Rank hold TAN as of Q3 2022.

American Research & Management Company held 1,166 shares of Invesco Solar ETF worth $86K as of Q3 2022.
American Research & Management Company left its Invesco Solar ETF share count unchanged in Q3 2022.
Invesco Solar ETF made up 0.02% of American Research & Management Company's portfolio in Q3 2022, its #161 holding.
American Research & Management Company first reported a position in Invesco Solar ETF in Q1 2021 and has held it in 7 quarters since.
American Research & Management Company's Invesco Solar ETF position peaked at $90K in Q4 2021.
319 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.