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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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Csenge Advisory Group's TAN Position: Q2 2022 in Review

Csenge Advisory Group sold out of Invesco Solar ETF (TAN) in Q2 2022, closing a stake of 4,095 shares — an estimated $309K sold.

Csenge Advisory Group first reported a position in TAN in Q4 2017 and held it in 7 quarters. The position peaked at $1.41M in Q4 2021. 302 funds tracked by Wall St. Rank hold TAN as of Q2 2022.

  • Csenge Advisory Group reported no remaining Invesco Solar ETF position as of Q2 2022 after selling out during the quarter.
  • Csenge Advisory Group sold 4,095 Invesco Solar ETF shares in Q2 2022, an estimated $309K.
  • Csenge Advisory Group first reported a position in Invesco Solar ETF in Q4 2017 and held it in 7 quarters.
  • Csenge Advisory Group's Invesco Solar ETF position peaked at $1.41M in Q4 2021.
  • 302 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2022.

Based on Csenge Advisory Group's 13F filing for Q2 2022, filed 27 Jul 2022.