Covestor’s Invesco Solar ETF TAN Stock Holding History

Covestor’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	–	Sell	-303	Closed	-$22K	–	2574
2022 Q4	$22K	Buy	+303	New	+$22.8K	0.02%	1005
2022 Q1	–	Sell	-10	Closed	-$1K	–	2438
2021 Q4	$1K	Buy	+10	New	+$876	﹤0.01%	1948

Other funds holding TAN

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

MMEA

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

MIH

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Covestor's TAN Position: Q1 2023 in Review

Covestor sold out of Invesco Solar ETF (TAN) in Q1 2023, closing a stake of 303 shares — an estimated $22K sold.

Covestor first reported a position in TAN in Q4 2021 and held it in 2 quarters. The position peaked at $22K in Q4 2022. 318 funds tracked by Wall St. Rank hold TAN as of Q1 2023.

Covestor reported no remaining Invesco Solar ETF position as of Q1 2023 after selling out during the quarter.
Covestor sold 303 Invesco Solar ETF shares in Q1 2023, an estimated $22K.
Covestor first reported a position in Invesco Solar ETF in Q4 2021 and held it in 2 quarters.
Covestor's Invesco Solar ETF position peaked at $22K in Q4 2022.
318 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2023.

Based on Covestor's 13F filing for Q1 2023, filed 15 May 2023.