CAPTRUST Financial Advisors
TAN icon

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

CAPTRUST 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
2022
Q3 		– Sell
-1,493
Closed -$107K – 3829
2022
Q2 		$107K Sell
1,493
-95
-6% -$6.58K ﹤0.01% 2147
2022
Q1 		$120K Buy
1,588
+255
+19% +$17.6K ﹤0.01% 2130
2021
Q4 		$103K Buy
1,333
+120
+10% +$10.5K ﹤0.01% 2147
2021
Q3 		$97K Hold
1,213
– – ﹤0.01% 2109
2021
Q2 		$108K Buy
1,213
+330
+37% +$26.8K ﹤0.01% 1978
2021
Q1 		$81K Buy
883
+712
+416% +$74.8K ﹤0.01% 2108
2020
Q4 		$18K Buy
+171
New +$13.7K ﹤0.01% 2302
2014
Q3 		– Sell
-600
Closed -$27K – 127
2014
Q2 		$27K Hold
600
– – 0.01% 106
2014
Q1 		$27K Buy
+600
New +$25.8K 0.01% 120

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return