Beacon Financial Advisory’s Invesco Solar ETF TAN Stock Holding History

Beacon Financial Advisory’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	–	Sell	-2,691	Closed	-$209K	–	223
2023 Q1	$209K	Buy	+2,691	New	+$206K	0.13%	192
2022 Q2	–	Sell	-2,866	Closed	-$216K	–	241
2022 Q1	$216K	Hold	2,866	–	–	0.1%	220
2021 Q4	$221K	Hold	2,866	–	–	0.1%	223
2021 Q3	$229K	Hold	2,866	–	–	0.12%	208
2021 Q2	$256K	Hold	2,866	–	–	0.14%	187
2021 Q1	$263K	Sell	2,866 -50	-2%	-$5.25K	0.15%	169
2020 Q4	$299K	Sell	2,916 -200	-6%	-$16K	0.19%	146
2020 Q3	$201K	Buy	+3,116	New	+$157K	0.17%	164

Other funds holding TAN

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Beacon Financial Advisory's TAN Position: Q2 2023 in Review

Beacon Financial Advisory sold out of Invesco Solar ETF (TAN) in Q2 2023, closing a stake of 2,691 shares — an estimated $209K sold.

Beacon Financial Advisory first reported a position in TAN in Q3 2020 and held it in 8 quarters. The position peaked at $299K in Q4 2020. 294 funds tracked by Wall St. Rank hold TAN as of Q2 2023.

Beacon Financial Advisory reported no remaining Invesco Solar ETF position as of Q2 2023 after selling out during the quarter.
Beacon Financial Advisory sold 2,691 Invesco Solar ETF shares in Q2 2023, an estimated $209K.
Beacon Financial Advisory first reported a position in Invesco Solar ETF in Q3 2020 and held it in 8 quarters.
Beacon Financial Advisory's Invesco Solar ETF position peaked at $299K in Q4 2020.
294 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2023.

Based on Beacon Financial Advisory's 13F filing for Q2 2023, filed 17 Jul 2023.