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B. Riley Wealth Advisors’s Invesco Solar ETF TAN Stock Holding History

B. Riley 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
2024
Q1 		– Sell
-5,441
Closed -$290K – 1514
2023
Q4 		$290K Buy
+5,441
New +$255K 0.01% 1066
2023
Q1 		– Sell
-25,446
Closed -$1.86M – 1614
2022
Q4 		$1.86M Buy
+25,446
New +$1.92M 0.05% 358
2022
Q3 		– Sell
-4,385
Closed -$314K – 1530
2022
Q2 		$314K Sell
4,385
-3,671
-46% -$254K 0.01% 856
2022
Q1 		$609K Sell
8,056
-559
-6% -$38.6K 0.02% 656
2021
Q4 		$664K Sell
8,615
-862
-9% -$75.5K 0.02% 680
2021
Q3 		$758K Sell
9,477
-1,535
-14% -$129K 0.02% 616
2021
Q2 		$984K Buy
11,012
+419
+4% +$34.1K 0.03% 508
2021
Q1 		$973K Buy
10,593
+7,905
+294% +$831K 0.03% 492
2020
Q4 		$277K Buy
+2,688
New +$215K 0.01% 803
2015
Q1 		– Sell
-4,195
Closed -$143K – 1823
2014
Q4 		$143K Buy
+4,195
New +$150K ﹤0.01% 1536
2014
Q3 		– Sell
-4,229
Closed -$189K – 1744
2014
Q2 		$189K Buy
4,229
+428
+11% +$17.7K 0.04% 475
2014
Q1 		$168K Buy
3,801
+710
+23% +$30.5K 0.05% 443
2013
Q4 		$109K Buy
+3,091
New +$116K 0.03% 535

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

B. Riley Wealth Advisors's TAN Position: Q1 2024 in Review

B. Riley Wealth Advisors sold out of Invesco Solar ETF (TAN) in Q1 2024, closing a stake of 5,441 shares — an estimated $290K sold.

B. Riley Wealth Advisors first reported a position in TAN in Q4 2013 and held it in 13 quarters. The position peaked at $1.86M in Q4 2022. 241 funds tracked by Wall St. Rank hold TAN as of Q1 2024.

  • B. Riley Wealth Advisors reported no remaining Invesco Solar ETF position as of Q1 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,441 Invesco Solar ETF shares in Q1 2024, an estimated $290K.
  • B. Riley Wealth Advisors first reported a position in Invesco Solar ETF in Q4 2013 and held it in 13 quarters.
  • B. Riley Wealth Advisors's Invesco Solar ETF position peaked at $1.86M in Q4 2022.
  • 241 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.