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EPIQ Partners’s Invesco Solar ETF TAN Stock Holding History

EPIQ Partners’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
-2,873
Closed -$205K – 75
2023
Q2 		$205K Buy
2,873
+200
+7% +$14.4K 0.14% 72
2023
Q1 		$208K Buy
+2,673
New +$205K 0.14% 73
2022
Q4 		– Sell
-2,723
Closed -$200K – 80
2022
Q3 		$200K Sell
2,723
-96
-3% -$7.75K 0.12% 77
2022
Q2 		$201K Hold
2,819
– – 0.12% 80
2022
Q1 		$213K Buy
2,819
+104
+4% +$7.19K 0.11% 86
2021
Q4 		$209K Hold
2,715
– – 0.11% 84
2021
Q3 		$217K Buy
+2,715
New +$229K 0.1% 90

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

EPIQ Partners's TAN Position: Q3 2023 in Review

EPIQ Partners sold out of Invesco Solar ETF (TAN) in Q3 2023, closing a stake of 2,873 shares — an estimated $205K sold.

EPIQ Partners first reported a position in TAN in Q3 2021 and held it in 7 quarters. The position peaked at $217K in Q3 2021. 271 funds tracked by Wall St. Rank hold TAN as of Q3 2023.

  • EPIQ Partners reported no remaining Invesco Solar ETF position as of Q3 2023 after selling out during the quarter.
  • EPIQ Partners sold 2,873 Invesco Solar ETF shares in Q3 2023, an estimated $205K.
  • EPIQ Partners first reported a position in Invesco Solar ETF in Q3 2021 and held it in 7 quarters.
  • EPIQ Partners's Invesco Solar ETF position peaked at $217K in Q3 2021.
  • 271 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2023.

Based on EPIQ Partners's 13F filing for Q3 2023, filed 18 Oct 2023.