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Evoke Wealth’s Invesco Solar ETF TAN Stock Holding History

Evoke Wealth’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
Q3 		– Sell
-991
Closed -$71K – 1263
2022
Q2 		$71K Sell
991
-92,222
-99% -$6.39M ﹤0.01% 459
2022
Q1 		$7.03M Buy
93,213
+4,177
+5% +$289K 0.23% 53
2021
Q4 		$6.82M Sell
89,036
-16,205
-15% -$1.42M 0.22% 60
2021
Q3 		$8.38M Buy
105,241
+103,941
+7,995% +$8.75M 0.31% 42
2021
Q2 		$116K Buy
+1,300
New +$106K ﹤0.01% 415

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Evoke Wealth's TAN Position: Q3 2022 in Review

Evoke Wealth sold out of Invesco Solar ETF (TAN) in Q3 2022, closing a stake of 991 shares — an estimated $71K sold.

Evoke Wealth first reported a position in TAN in Q2 2021 and held it in 5 quarters. The position peaked at $8.38M in Q3 2021. 319 funds tracked by Wall St. Rank hold TAN as of Q3 2022.

  • Evoke Wealth reported no remaining Invesco Solar ETF position as of Q3 2022 after selling out during the quarter.
  • Evoke Wealth sold 991 Invesco Solar ETF shares in Q3 2022, an estimated $71K.
  • Evoke Wealth first reported a position in Invesco Solar ETF in Q2 2021 and held it in 5 quarters.
  • Evoke Wealth's Invesco Solar ETF position peaked at $8.38M in Q3 2021.
  • 319 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.