Clearstead Trust’s Invesco Solar ETF TAN Stock Holding History

Clearstead Trust’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
2021 Q1	–	Sell	-101	Closed	-$10K	–	161
2020 Q4	$10K	Buy	+101	New	+$8.09K	0.01%	155

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Clearstead Trust's TAN Position: Q1 2021 in Review

Clearstead Trust sold out of Invesco Solar ETF (TAN) in Q1 2021, closing a stake of 101 shares — an estimated $10K sold.

Clearstead Trust first reported a position in TAN in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 308 funds tracked by Wall St. Rank hold TAN as of Q1 2021.

Clearstead Trust reported no remaining Invesco Solar ETF position as of Q1 2021 after selling out during the quarter.
Clearstead Trust sold 101 Invesco Solar ETF shares in Q1 2021, an estimated $10K.
Clearstead Trust first reported a position in Invesco Solar ETF in Q4 2020 and held it in 1 quarter.
Clearstead Trust's Invesco Solar ETF position peaked at $10K in Q4 2020.
308 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2021.

Based on Clearstead Trust's 13F filing for Q1 2021, filed 30 Apr 2021.