Clear Perspectives Financial Planning’s Invesco Solar ETF TAN Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$24.1K	Buy	310 +60	+24%	+$4.6K	0.01%	104
2022 Q4	$18.2K	Sell	250 -175	-41%	-$13.2K	0.01%	127
2022 Q3	$31K	Buy	425 +330	+347%	+$26.6K	0.02%	102
2022 Q2	$7K	Sell	95 -100	-51%	-$6.93K	﹤0.01%	169
2022 Q1	$15K	Hold	195	–	–	0.01%	148
2021 Q4	$15K	Hold	195	–	–	0.01%	158
2021 Q3	$16K	Hold	195	–	–	0.01%	143
2021 Q2	$17K	Hold	195	–	–	0.01%	148
2021 Q1	$18K	Buy	195 +95	+95%	+$9.98K	0.01%	133
2020 Q4	$10K	Buy	+100	New	+$8.01K	0.01%	144

Other funds holding TAN

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Clear Perspectives Financial Planning's TAN Position: Q1 2023 in Review

Clear Perspectives Financial Planning increased its Invesco Solar ETF (TAN) stake by 24% in Q1 2023, buying an estimated $4.6K and bringing the position to 310 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #104.

Clear Perspectives Financial Planning first reported a position in TAN in Q4 2020 and has held it in 10 quarters since. The position peaked at $31K in Q3 2022. 318 funds tracked by Wall St. Rank hold TAN as of Q1 2023.

Clear Perspectives Financial Planning held 310 shares of Invesco Solar ETF worth $24.1K as of Q1 2023.
Clear Perspectives Financial Planning bought 60 Invesco Solar ETF shares in Q1 2023, an estimated $4.6K.
Invesco Solar ETF made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #104 holding.
Clear Perspectives Financial Planning first reported a position in Invesco Solar ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Invesco Solar ETF position peaked at $31K in Q3 2022.
318 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.