Clark Capital Management Group’s Invesco Solar ETF TAN Stock Holding History

Clark Capital Management Group’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 Q4	–	Sell	-20,433	Closed	-$1.5M	–	389
2022 Q3	$1.5M	Buy	+20,433	New	+$1.65M	0.02%	228
2022 Q2	–	Sell	-70,989	Closed	-$5.36M	–	393
2022 Q1	$5.36M	Buy	+70,989	New	+$4.91M	0.06%	183
2018 Q1	–	Sell	-72,658	Closed	-$1.83M	–	308
2017 Q4	$1.83M	Buy	72,658 +28,779	+66%	+$687K	0.06%	167
2017 Q3	$950K	Buy	+43,879	New	+$939K	0.03%	215
2014 Q3	–	Sell	-109,476	Closed	-$4.88M	–	333
2014 Q2	$4.88M	Buy	+109,476	New	+$4.53M	0.41%	68

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

Morgan Stanley New York $1.89T AUM 35.08% 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

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

MIH

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Clark Capital Management Group's TAN Position: Q4 2022 in Review

Clark Capital Management Group sold out of Invesco Solar ETF (TAN) in Q4 2022, closing a stake of 20,433 shares — an estimated $1.5M sold.

Clark Capital Management Group first reported a position in TAN in Q2 2014 and held it in 5 quarters. The position peaked at $5.36M in Q1 2022. 339 funds tracked by Wall St. Rank hold TAN as of Q4 2022.

Clark Capital Management Group reported no remaining Invesco Solar ETF position as of Q4 2022 after selling out during the quarter.
Clark Capital Management Group sold 20,433 Invesco Solar ETF shares in Q4 2022, an estimated $1.5M.
Clark Capital Management Group first reported a position in Invesco Solar ETF in Q2 2014 and held it in 5 quarters.
Clark Capital Management Group's Invesco Solar ETF position peaked at $5.36M in Q1 2022.
339 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2022.

Based on Clark Capital Management Group's 13F filing for Q4 2022, filed 14 Feb 2023.