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Disciplined Investments’s Invesco Solar ETF TAN Stock Holding History

Disciplined Investments’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
-1,116
Closed -$79.7K – 1372
2023
Q2 		$79.7K Hold
1,116
– – 0.04% 169
2023
Q1 		$86.6K Hold
1,116
– – 0.04% 182
2022
Q4 		$81.4K Hold
1,116
– – 0.04% 166
2022
Q3 		$82K Hold
1,116
– – 0.04% 173
2022
Q2 		$80K Hold
1,116
– – 0.04% 180
2022
Q1 		$84K Hold
1,116
– – 0.03% 184
2021
Q4 		$86K Hold
1,116
– – 0.04% 166
2021
Q3 		$89K Hold
1,116
– – 0.04% 155
2021
Q2 		$100K Buy
+1,116
New +$90.8K 0.05% 148

Other funds holding TAN

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Disciplined Investments's TAN Position: Q3 2023 in Review

Disciplined Investments sold out of Invesco Solar ETF (TAN) in Q3 2023, closing a stake of 1,116 shares — an estimated $79.7K sold.

Disciplined Investments first reported a position in TAN in Q2 2021 and held it in 9 quarters. The position peaked at $100K in Q2 2021. 271 funds tracked by Wall St. Rank hold TAN as of Q3 2023.

  • Disciplined Investments reported no remaining Invesco Solar ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 1,116 Invesco Solar ETF shares in Q3 2023, an estimated $79.7K.
  • Disciplined Investments first reported a position in Invesco Solar ETF in Q2 2021 and held it in 9 quarters.
  • Disciplined Investments's Invesco Solar ETF position peaked at $100K in Q2 2021.
  • 271 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.