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Bedel Financial Consulting’s Invesco Solar ETF TAN Stock Holding History

Bedel Financial Consulting’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
2021
Q3 		– Sell
-55
Closed -$5K – 1027
2021
Q2 		$5K Sell
55
-3
-5% -$244 ﹤0.01% 788
2021
Q1 		$5K Buy
58
+5
+9% +$525 ﹤0.01% 757
2020
Q4 		$5K Buy
53
+50
+1,667% +$4K ﹤0.01% 662
2020
Q3 		$0 Buy
+3
New +$151 ﹤0.01% 853

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bedel Financial Consulting's TAN Position: Q3 2021 in Review

Bedel Financial Consulting sold out of Invesco Solar ETF (TAN) in Q3 2021, closing a stake of 55 shares — an estimated $5K sold.

Bedel Financial Consulting first reported a position in TAN in Q3 2020 and held it in 4 quarters. The position peaked at $5K in Q2 2021. 307 funds tracked by Wall St. Rank hold TAN as of Q3 2021.

  • Bedel Financial Consulting reported no remaining Invesco Solar ETF position as of Q3 2021 after selling out during the quarter.
  • Bedel Financial Consulting sold 55 Invesco Solar ETF shares in Q3 2021, an estimated $5K.
  • Bedel Financial Consulting first reported a position in Invesco Solar ETF in Q3 2020 and held it in 4 quarters.
  • Bedel Financial Consulting's Invesco Solar ETF position peaked at $5K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2021.

Based on Bedel Financial Consulting's 13F filing for Q3 2021, filed 12 Oct 2021.