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Calton & Associates’s Invesco Solar ETF TAN Stock Holding History

Calton & Associates’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
Q2 		– Sell
-2,320
Closed -$213K – 426
2021
Q1 		$213K Buy
+2,320
New +$244K 0.04% 365

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Calton & Associates's TAN Position: Q2 2021 in Review

Calton & Associates sold out of Invesco Solar ETF (TAN) in Q2 2021, closing a stake of 2,320 shares — an estimated $213K sold.

Calton & Associates first reported a position in TAN in Q1 2021 and held it in 1 quarter. The position peaked at $213K in Q1 2021. 341 funds tracked by Wall St. Rank hold TAN as of Q2 2021.

  • Calton & Associates reported no remaining Invesco Solar ETF position as of Q2 2021 after selling out during the quarter.
  • Calton & Associates sold 2,320 Invesco Solar ETF shares in Q2 2021, an estimated $213K.
  • Calton & Associates first reported a position in Invesco Solar ETF in Q1 2021 and held it in 1 quarter.
  • Calton & Associates's Invesco Solar ETF position peaked at $213K in Q1 2021.
  • 341 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2021.

Based on Calton & Associates's 13F filing for Q2 2021, filed 11 Aug 2021.