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Avidian Wealth Enterprises’s Invesco Solar ETF TAN Stock Holding History

Avidian Wealth Enterprises’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
Q2 		– Sell
-15,000
Closed -$1.13M – 499
2022
Q1 		$1.13M Buy
+15,000
New +$1.04M 0.07% 178

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Balyasny Asset Management
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PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
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Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Avidian Wealth Enterprises's TAN Position: Q2 2022 in Review

Avidian Wealth Enterprises sold out of Invesco Solar ETF (TAN) in Q2 2022, closing a stake of 15,000 shares — an estimated $1.13M sold.

Avidian Wealth Enterprises first reported a position in TAN in Q1 2022 and held it in 1 quarter. The position peaked at $1.13M in Q1 2022. 302 funds tracked by Wall St. Rank hold TAN as of Q2 2022.

  • Avidian Wealth Enterprises reported no remaining Invesco Solar ETF position as of Q2 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 15,000 Invesco Solar ETF shares in Q2 2022, an estimated $1.13M.
  • Avidian Wealth Enterprises first reported a position in Invesco Solar ETF in Q1 2022 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Invesco Solar ETF position peaked at $1.13M in Q1 2022.
  • 302 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2022, filed 29 Jul 2022.