Financial Management Professionals’s Invesco Solar ETF TAN Stock Holding History

Financial Management Professionals’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	-452	Closed	-$32K	–	1102
2022 Q2	$32K	Buy	452 +434	+2,411%	+$30.1K	0.01%	287
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	958
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	898
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	885
2021 Q2	$2K	Buy	+18	New	+$1.46K	﹤0.01%	704

Other funds holding TAN

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

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

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Management Professionals's TAN Position: Q3 2022 in Review

Financial Management Professionals sold out of Invesco Solar ETF (TAN) in Q3 2022, closing a stake of 452 shares — an estimated $32K sold.

Financial Management Professionals first reported a position in TAN in Q2 2021 and held it in 5 quarters. The position peaked at $32K in Q2 2022. 319 funds tracked by Wall St. Rank hold TAN as of Q3 2022.

Financial Management Professionals reported no remaining Invesco Solar ETF position as of Q3 2022 after selling out during the quarter.
Financial Management Professionals sold 452 Invesco Solar ETF shares in Q3 2022, an estimated $32K.
Financial Management Professionals first reported a position in Invesco Solar ETF in Q2 2021 and held it in 5 quarters.
Financial Management Professionals's Invesco Solar ETF position peaked at $32K in Q2 2022.
319 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2022.

Based on Financial Management Professionals's 13F filing for Q3 2022, filed 27 Oct 2022.