Fiduciary Alliance’s Invesco Solar ETF TAN Stock Holding History

Fiduciary Alliance’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 Q1	–	Sell	-100	Closed	-$7.29K	–	785
2022 Q4	$7.29K	Buy	+100	New	+$7.54K	﹤0.01%	467

Other funds holding TAN

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Fiduciary Alliance's TAN Position: Q1 2023 in Review

Fiduciary Alliance sold out of Invesco Solar ETF (TAN) in Q1 2023, closing a stake of 100 shares — an estimated $7.29K sold.

Fiduciary Alliance first reported a position in TAN in Q4 2022 and held it in 1 quarter. The position peaked at $7.29K in Q4 2022. 318 funds tracked by Wall St. Rank hold TAN as of Q1 2023.

Fiduciary Alliance reported no remaining Invesco Solar ETF position as of Q1 2023 after selling out during the quarter.
Fiduciary Alliance sold 100 Invesco Solar ETF shares in Q1 2023, an estimated $7.29K.
Fiduciary Alliance first reported a position in Invesco Solar ETF in Q4 2022 and held it in 1 quarter.
Fiduciary Alliance's Invesco Solar ETF position peaked at $7.29K in Q4 2022.
318 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2023.

Based on Fiduciary Alliance's 13F filing for Q1 2023, filed 18 Apr 2023.