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First Allied Advisory Services’s Invesco Solar ETF TAN Stock Holding History

First Allied Advisory Services’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
2020
Q3 		$304K Buy
+4,690
New +$236K 0.01% 893
2019
Q4 		– Sell
-90
Closed -$3K – 1577
2019
Q3 		$3K Buy
+90
New +$2.69K ﹤0.01% 1601

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PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

First Allied Advisory Services's TAN Position: Q3 2020 in Review

First Allied Advisory Services opened a new position in Invesco Solar ETF (TAN) in Q3 2020: 4,690 shares worth $304K. The stake represents 0.01% of the portfolio and ranks #893 among its holdings. This is a return to the name: First Allied Advisory Services previously reported a position in TAN as recently as Q3 2019.

First Allied Advisory Services first reported a position in TAN in Q3 2019 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold TAN as of Q3 2020.

  • First Allied Advisory Services held 4,690 shares of Invesco Solar ETF worth $304K as of Q3 2020.
  • Invesco Solar ETF was a new First Allied Advisory Services position in Q3 2020.
  • Invesco Solar ETF made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #893 holding.
  • First Allied Advisory Services first reported a position in Invesco Solar ETF in Q3 2019 and has held it in 2 quarters since.
  • 181 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.