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Csenge Advisory Group’s Invesco Solar ETF TAN Stock Holding History

Csenge Advisory 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
Q2 		– Sell
-4,095
Closed -$309K – 674
2022
Q1 		$309K Sell
4,095
-11,906
-74% -$823K 0.02% 496
2021
Q4 		$1.41M Sell
16,001
-18
-0.1% -$1.58K 0.13% 137
2021
Q3 		$1.3M Buy
16,019
+18
+0.1% +$1.51K 0.11% 170
2021
Q2 		$1.41M Buy
16,001
+802
+5% +$65.2K 0.13% 137
2021
Q1 		$1.31M Buy
15,199
+9,475
+166% +$996K 0.13% 119
2020
Q4 		$588K Buy
+5,724
New +$458K 0.07% 202
2018
Q1 		– Sell
-10,372
Closed -$261K – 304
2017
Q4 		$261K Buy
+10,372
New +$248K 0.09% 195

Other funds holding TAN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return