Atlas Private Wealth Advisors’s Invesco Solar ETF TAN Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-54	Closed	-$4K	–	625
2021 Q3	$4K	Hold	54	–	–	﹤0.01%	601
2021 Q2	$5K	Hold	54	–	–	﹤0.01%	580
2021 Q1	$5K	Hold	54	–	–	﹤0.01%	627
2020 Q4	$6K	Hold	54	–	–	﹤0.01%	504
2020 Q3	$3K	Hold	54	–	–	﹤0.01%	547
2020 Q2	$2K	Buy	+54	New	+$1.71K	﹤0.01%	611

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

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

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 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

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

Atlas Private Wealth Advisors's TAN Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Invesco Solar ETF (TAN) in Q4 2021, closing a stake of 54 shares — an estimated $4K sold.

Atlas Private Wealth Advisors first reported a position in TAN in Q2 2020 and held it in 6 quarters. The position peaked at $6K in Q4 2020. 331 funds tracked by Wall St. Rank hold TAN as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Invesco Solar ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 54 Invesco Solar ETF shares in Q4 2021, an estimated $4K.
Atlas Private Wealth Advisors first reported a position in Invesco Solar ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Invesco Solar ETF position peaked at $6K in Q4 2020.
331 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.