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BerganKDV Wealth Management’s Invesco Solar ETF TAN Stock Holding History

BerganKDV Wealth 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
2022
Q1 		– Sell
-300
Closed -$23K – 1096
2021
Q4 		$23K Buy
+300
New +$26.3K ﹤0.01% 532

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Morgan Stanley
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Jane Street
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PS
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

BerganKDV Wealth Management's TAN Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of Invesco Solar ETF (TAN) in Q1 2022, closing a stake of 300 shares — an estimated $23K sold.

BerganKDV Wealth Management first reported a position in TAN in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 319 funds tracked by Wall St. Rank hold TAN as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining Invesco Solar ETF position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 300 Invesco Solar ETF shares in Q1 2022, an estimated $23K.
  • BerganKDV Wealth Management first reported a position in Invesco Solar ETF in Q4 2021 and held it in 1 quarter.
  • BerganKDV Wealth Management's Invesco Solar ETF position peaked at $23K in Q4 2021.
  • 319 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.