Brendel Financial Advisors’s Invesco Solar ETF TAN Stock Holding History

Brendel Financial Advisors’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	-63,722	Closed	-$5.69M	–	254
2021 Q2	$5.69M	Buy	+63,722	New	+$5.18M	3.13%	2
2021 Q1	–	Sell	-65,538	Closed	-$6.74M	–	97
2020 Q4	$6.74M	Sell	65,538 -11,956	-15%	-$957K	4.58%	2
2020 Q3	$5.02M	Buy	77,494 +64,247	+485%	+$3.23M	4.02%	2
2020 Q2	$478K	Buy	13,247 +17	+0.1%	+$538	0.41%	58
2020 Q1	$334K	Buy	+13,230	New	+$432K	0.39%	57

Other funds holding TAN

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brendel Financial Advisors's TAN Position: Q3 2021 in Review

Brendel Financial Advisors sold out of Invesco Solar ETF (TAN) in Q3 2021, closing a stake of 63,722 shares — an estimated $5.69M sold.

Brendel Financial Advisors first reported a position in TAN in Q1 2020 and held it in 5 quarters. The position peaked at $6.74M in Q4 2020. 307 funds tracked by Wall St. Rank hold TAN as of Q3 2021.

Brendel Financial Advisors reported no remaining Invesco Solar ETF position as of Q3 2021 after selling out during the quarter.
Brendel Financial Advisors sold 63,722 Invesco Solar ETF shares in Q3 2021, an estimated $5.69M.
Brendel Financial Advisors first reported a position in Invesco Solar ETF in Q1 2020 and held it in 5 quarters.
Brendel Financial Advisors's Invesco Solar ETF position peaked at $6.74M in Q4 2020.
307 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.