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DB Wealth Management Group’s Invesco Solar ETF TAN Stock Holding History

DB Wealth Management 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
2023
Q3 		– Sell
-84
Closed -$6K – 380
2023
Q2 		$6K Hold
84
– – ﹤0.01% 302
2023
Q1 		$6.52K Hold
84
– – ﹤0.01% 297
2022
Q4 		$6.13K Buy
+84
New +$6.33K ﹤0.01% 297
2022
Q1 		– Sell
-84
Closed -$6K – 385
2021
Q4 		$6K Buy
+84
New +$7.36K ﹤0.01% 303

Other funds holding TAN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return
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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

DB Wealth Management Group's TAN Position: Q3 2023 in Review

DB Wealth Management Group sold out of Invesco Solar ETF (TAN) in Q3 2023, closing a stake of 84 shares — an estimated $6K sold.

DB Wealth Management Group first reported a position in TAN in Q4 2021 and held it in 4 quarters. The position peaked at $6.52K in Q1 2023. 271 funds tracked by Wall St. Rank hold TAN as of Q3 2023.

  • DB Wealth Management Group reported no remaining Invesco Solar ETF position as of Q3 2023 after selling out during the quarter.
  • DB Wealth Management Group sold 84 Invesco Solar ETF shares in Q3 2023, an estimated $6K.
  • DB Wealth Management Group first reported a position in Invesco Solar ETF in Q4 2021 and held it in 4 quarters.
  • DB Wealth Management Group's Invesco Solar ETF position peaked at $6.52K in Q1 2023.
  • 271 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2023.

Based on DB Wealth Management Group's 13F filing for Q3 2023, filed 9 Nov 2023.