BAM
TAN icon

Belpointe Asset Management’s Invesco Solar ETF TAN Stock Holding History

Belpointe Asset 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
-8,522
Closed -$662K – 3070
2023
Q1 		$662K Sell
8,522
-541
-6% -$41.5K 0.04% 449
2022
Q4 		$661K Buy
9,063
+408
+5% +$30.7K 0.04% 423
2022
Q3 		$637K Buy
8,655
+1,136
+15% +$91.7K 0.04% 426
2022
Q2 		$537K Sell
7,519
-1,759
-19% -$122K 0.04% 460
2022
Q1 		$701K Sell
9,278
-797
-8% -$55.1K 0.04% 425
2021
Q4 		$775K Sell
10,075
-400
-4% -$35.1K 0.05% 394
2021
Q3 		$837K Sell
10,475
-608
-5% -$51.2K 0.06% 354
2021
Q2 		$990K Buy
11,083
+8,298
+298% +$675K 0.07% 298
2021
Q1 		$255K Sell
2,785
-414
-13% -$43.5K 0.02% 657
2020
Q4 		$329K Buy
+3,199
New +$256K 0.03% 526

Other funds holding TAN

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
LPL Financial
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
LP
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Belpointe Asset Management's TAN Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invesco Solar ETF (TAN) in Q2 2023, closing a stake of 8,522 shares — an estimated $662K sold.

Belpointe Asset Management first reported a position in TAN in Q4 2020 and held it in 10 quarters. The position peaked at $990K in Q2 2021. 294 funds tracked by Wall St. Rank hold TAN as of Q2 2023.

  • Belpointe Asset Management reported no remaining Invesco Solar ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 8,522 Invesco Solar ETF shares in Q2 2023, an estimated $662K.
  • Belpointe Asset Management first reported a position in Invesco Solar ETF in Q4 2020 and held it in 10 quarters.
  • Belpointe Asset Management's Invesco Solar ETF position peaked at $990K in Q2 2021.
  • 294 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.