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Financial Advocates Investment Management’s Invesco Solar ETF TAN Stock Holding History

Financial Advocates Investment Management’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
Q1 		– Sell
-3,772
Closed -$217K – 800
2020
Q4 		$217K Buy
+3,772
New +$302K 0.01% 661

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PVH
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Morgan Stanley
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Jane Street
Jane Street New York $777B AUM 61.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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Financial Advocates Investment Management's TAN Position: Q1 2021 in Review

Financial Advocates Investment Management sold out of Invesco Solar ETF (TAN) in Q1 2021, closing a stake of 3,772 shares — an estimated $217K sold.

Financial Advocates Investment Management first reported a position in TAN in Q4 2020 and held it in 1 quarter. The position peaked at $217K in Q4 2020. 307 funds tracked by Wall St. Rank hold TAN as of Q1 2021.

  • Financial Advocates Investment Management reported no remaining Invesco Solar ETF position as of Q1 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,772 Invesco Solar ETF shares in Q1 2021, an estimated $217K.
  • Financial Advocates Investment Management first reported a position in Invesco Solar ETF in Q4 2020 and held it in 1 quarter.
  • Financial Advocates Investment Management's Invesco Solar ETF position peaked at $217K in Q4 2020.
  • 307 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2021.

Based on Financial Advocates Investment Management's 13F filing for Q1 2021, filed 10 May 2021.