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Appleton Group’s Invesco Solar ETF TAN Stock Holding History

Appleton 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
2023
Q1 		– Sell
-2,980
Closed -$217K – 47
2022
Q4 		$217K Sell
2,980
-361
-11% -$27.2K 0.32% 36
2022
Q3 		$246K Sell
3,341
-91
-3% -$7.34K 0.7% 21
2022
Q2 		$245K Sell
3,432
-456
-12% -$31.6K 1.43% 25
2022
Q1 		$293K Buy
+3,888
New +$269K 0.41% 33
2021
Q3 		– Sell
-3,175
Closed -$284K – 53
2021
Q2 		$284K Buy
+3,175
New +$258K 0.22% 47
2021
Q1 		– Sell
-2,801
Closed -$288K – 50
2020
Q4 		$288K Sell
2,801
-1,726
-38% -$138K 0.28% 22
2020
Q3 		$293K Buy
+4,527
New +$228K 0.46% 17

Other funds holding TAN

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Appleton Group's TAN Position: Q1 2023 in Review

Appleton Group sold out of Invesco Solar ETF (TAN) in Q1 2023, closing a stake of 2,980 shares — an estimated $217K sold.

Appleton Group first reported a position in TAN in Q3 2020 and held it in 7 quarters. The position peaked at $293K in Q1 2022. 318 funds tracked by Wall St. Rank hold TAN as of Q1 2023.

  • Appleton Group reported no remaining Invesco Solar ETF position as of Q1 2023 after selling out during the quarter.
  • Appleton Group sold 2,980 Invesco Solar ETF shares in Q1 2023, an estimated $217K.
  • Appleton Group first reported a position in Invesco Solar ETF in Q3 2020 and held it in 7 quarters.
  • Appleton Group's Invesco Solar ETF position peaked at $293K in Q1 2022.
  • 318 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2023.

Based on Appleton Group's 13F filing for Q1 2023, filed 9 May 2023.