Clarus Wealth Advisors’s Invesco Solar ETF TAN Stock Holding History

Clarus Wealth 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
2019 Q3	–	Sell	-659	Closed	-$19K	–	499
2019 Q2	$19K	Hold	659	–	–	0.01%	368
2019 Q1	$15K	Hold	659	–	–	0.01%	466
2018 Q4	$12K	Hold	659	–	–	0.02%	488
2018 Q3	$14K	Hold	659	–	–	0.01%	494
2018 Q2	$16K	Buy	+659	New	+$16.3K	0.01%	459

Other funds holding TAN

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

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

Clarus Wealth Advisors's TAN Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Invesco Solar ETF (TAN) in Q3 2019, closing a stake of 659 shares — an estimated $19K sold.

Clarus Wealth Advisors first reported a position in TAN in Q2 2018 and held it in 5 quarters. The position peaked at $19K in Q2 2019. 109 funds tracked by Wall St. Rank hold TAN as of Q3 2019.

Clarus Wealth Advisors reported no remaining Invesco Solar ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 659 Invesco Solar ETF shares in Q3 2019, an estimated $19K.
Clarus Wealth Advisors first reported a position in Invesco Solar ETF in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Invesco Solar ETF position peaked at $19K in Q2 2019.
109 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.