Beck Capital Management’s Invesco Solar ETF TAN Stock Holding History

Beck Capital 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 Q2	–	Sell	-13,844	Closed	-$1.07M	–	125
2023 Q1	$1.07M	Buy	13,844 +676	+5%	+$51.8K	0.46%	83
2022 Q4	$960K	Sell	13,168 -43,611	-77%	-$3.29M	0.4%	96
2022 Q3	$4.18M	Buy	+56,779	New	+$4.58M	1.79%	8
2021 Q2	–	Sell	-9,625	Closed	-$883K	–	148
2021 Q1	$883K	Sell	9,625 -20,044	-68%	-$2.11M	0.33%	76
2020 Q4	$3.05M	Buy	+29,669	New	+$2.38M	1.27%	30

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

Beck Capital Management's TAN Position: Q2 2023 in Review

Beck Capital Management sold out of Invesco Solar ETF (TAN) in Q2 2023, closing a stake of 13,844 shares — an estimated $1.07M sold.

Beck Capital Management first reported a position in TAN in Q4 2020 and held it in 5 quarters. The position peaked at $4.18M in Q3 2022. 294 funds tracked by Wall St. Rank hold TAN as of Q2 2023.

Beck Capital Management reported no remaining Invesco Solar ETF position as of Q2 2023 after selling out during the quarter.
Beck Capital Management sold 13,844 Invesco Solar ETF shares in Q2 2023, an estimated $1.07M.
Beck Capital Management first reported a position in Invesco Solar ETF in Q4 2020 and held it in 5 quarters.
Beck Capital Management's Invesco Solar ETF position peaked at $4.18M in Q3 2022.
294 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2023.

Based on Beck Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.