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

Brookstone 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
2021 Q4	–	Sell	-3,373	Closed	-$297K	–	802
2021 Q3	$297K	Sell	3,373 -3,241	-49%	-$273K	0.01%	601
2021 Q2	$586K	Sell	6,614 -525	-7%	-$42.7K	0.01%	454
2021 Q1	$655K	Buy	7,139 +449	+7%	+$47.2K	0.03%	317
2020 Q4	$687K	Buy	+6,690	New	+$536K	0.03%	293
2015 Q4	–	Sell	-210	Closed	-$6K	–	793
2015 Q3	$6K	Buy	+210	New	+$6.81K	﹤0.01%	1347

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 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

Brookstone Capital Management's TAN Position: Q4 2021 in Review

Brookstone Capital Management sold out of Invesco Solar ETF (TAN) in Q4 2021, closing a stake of 3,373 shares — an estimated $297K sold.

Brookstone Capital Management first reported a position in TAN in Q3 2015 and held it in 5 quarters. The position peaked at $687K in Q4 2020. 331 funds tracked by Wall St. Rank hold TAN as of Q4 2021.

Brookstone Capital Management reported no remaining Invesco Solar ETF position as of Q4 2021 after selling out during the quarter.
Brookstone Capital Management sold 3,373 Invesco Solar ETF shares in Q4 2021, an estimated $297K.
Brookstone Capital Management first reported a position in Invesco Solar ETF in Q3 2015 and held it in 5 quarters.
Brookstone Capital Management's Invesco Solar ETF position peaked at $687K in Q4 2020.
331 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2021.

Based on Brookstone Capital Management's 13F filing for Q4 2021, filed 11 Jan 2022.