DCM Advisors’s Invesco Solar ETF TAN Stock Holding History

DCM Advisors’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 Q4	–	Sell	-3,207	Closed	-$256K	–	313
2021 Q3	$256K	Buy	3,207 +237	+8%	+$19.9K	0.1%	208
2021 Q2	$265K	Buy	2,970 +145	+5%	+$11.8K	0.15%	165
2021 Q1	$259K	Sell	2,825 -2,294	-45%	-$241K	0.15%	171
2020 Q4	$526K	Buy	+5,119	New	+$410K	0.31%	100

Other funds holding TAN

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 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

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

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

DCM Advisors's TAN Position: Q4 2021 in Review

DCM Advisors sold out of Invesco Solar ETF (TAN) in Q4 2021, closing a stake of 3,207 shares — an estimated $256K sold.

DCM Advisors first reported a position in TAN in Q4 2020 and held it in 4 quarters. The position peaked at $526K in Q4 2020. 331 funds tracked by Wall St. Rank hold TAN as of Q4 2021.

DCM Advisors reported no remaining Invesco Solar ETF position as of Q4 2021 after selling out during the quarter.
DCM Advisors sold 3,207 Invesco Solar ETF shares in Q4 2021, an estimated $256K.
DCM Advisors first reported a position in Invesco Solar ETF in Q4 2020 and held it in 4 quarters.
DCM Advisors's Invesco Solar ETF position peaked at $526K in Q4 2020.
331 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2021.

Based on DCM Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.