BDO Wealth Advisors’s Invesco Solar ETF TAN Stock Holding History

BDO 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
2023 Q2	$3.14K	Hold	44	–	–	﹤0.01%	820
2023 Q1	$3.42K	Hold	44	–	–	﹤0.01%	848
2022 Q4	$3.21K	Hold	44	–	–	﹤0.01%	816
2022 Q3	$3K	Hold	44	–	–	﹤0.01%	896
2022 Q2	$3K	Hold	44	–	–	﹤0.01%	870
2022 Q1	$3K	Hold	44	–	–	﹤0.01%	905
2021 Q4	$3K	Hold	44	–	–	﹤0.01%	916
2021 Q3	$4K	Hold	44	–	–	﹤0.01%	885
2021 Q2	$4K	Hold	44	–	–	﹤0.01%	916
2021 Q1	$4K	Buy	+44	New	+$4.62K	﹤0.01%	897

Other funds holding TAN

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

MIH

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

LMR Partners London, United Kingdom $26.8B AUM 68.38% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BDO Wealth Advisors's TAN Position: Q2 2023 in Review

BDO Wealth Advisors held its Invesco Solar ETF (TAN) position steady in Q2 2023 at 44 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

BDO Wealth Advisors first reported a position in TAN in Q1 2021 and has held it in 10 quarters since. The position peaked at $4K in Q3 2021. 294 funds tracked by Wall St. Rank hold TAN as of Q2 2023.

BDO Wealth Advisors held 44 shares of Invesco Solar ETF worth $3.14K as of Q2 2023.
BDO Wealth Advisors left its Invesco Solar ETF share count unchanged in Q2 2023.
Invesco Solar ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #820 holding.
BDO Wealth Advisors first reported a position in Invesco Solar ETF in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's Invesco Solar ETF position peaked at $4K in Q3 2021.
294 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.