Cascadia Advisory Services’s Invesco Solar ETF TAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$223K Sell
2,792
-19
-0.7% -$1.6K 0.05% 235
2021
Q2
$251K Buy
+2,811
New +$229K 0.05% 218

Other funds holding TAN

Cascadia Advisory Services's TAN Position: Q3 2021 in Review

Cascadia Advisory Services reduced its Invesco Solar ETF (TAN) stake by 0.68% in Q3 2021, selling an estimated $1.6K and leaving 2,792 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #235.

Cascadia Advisory Services first reported a position in TAN in Q2 2021 and has held it in 2 quarters since. The position peaked at $251K in Q2 2021. 307 funds tracked by Wall St. Rank hold TAN as of Q3 2021.

  • Cascadia Advisory Services held 2,792 shares of Invesco Solar ETF worth $223K as of Q3 2021.
  • Cascadia Advisory Services sold 19 Invesco Solar ETF shares in Q3 2021, an estimated $1.6K.
  • Invesco Solar ETF made up 0.05% of Cascadia Advisory Services's portfolio in Q3 2021, its #235 holding.
  • Cascadia Advisory Services first reported a position in Invesco Solar ETF in Q2 2021 and has held it in 2 quarters since.
  • Cascadia Advisory Services's Invesco Solar ETF position peaked at $251K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.