Axxcess Wealth Management
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Axxcess Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Axxcess Wealth Management’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
-5,205
Closed -$380K – 684
2022
Q4 		$380K Buy
+5,205
New +$392K 0.03% 405

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Axxcess Wealth Management's TAN Position: Q1 2023 in Review

Axxcess Wealth Management sold out of Invesco Solar ETF (TAN) in Q1 2023, closing a stake of 5,205 shares — an estimated $380K sold.

Axxcess Wealth Management first reported a position in TAN in Q4 2022 and held it in 1 quarter. The position peaked at $380K in Q4 2022. 318 funds tracked by Wall St. Rank hold TAN as of Q1 2023.

  • Axxcess Wealth Management reported no remaining Invesco Solar ETF position as of Q1 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,205 Invesco Solar ETF shares in Q1 2023, an estimated $380K.
  • Axxcess Wealth Management first reported a position in Invesco Solar ETF in Q4 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's Invesco Solar ETF position peaked at $380K in Q4 2022.
  • 318 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2023.

Based on Axxcess Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.