FMA Advisory’s Invesco Solar ETF TAN Stock Holding History

FMA Advisory’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 Q2	–	Sell	-6,496	Closed	-$596K	–	164
2021 Q1	$596K	Buy	+6,496	New	+$683K	0.18%	127

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FMA Advisory's TAN Position: Q2 2021 in Review

FMA Advisory sold out of Invesco Solar ETF (TAN) in Q2 2021, closing a stake of 6,496 shares — an estimated $596K sold.

FMA Advisory first reported a position in TAN in Q1 2021 and held it in 1 quarter. The position peaked at $596K in Q1 2021. 340 funds tracked by Wall St. Rank hold TAN as of Q2 2021.

FMA Advisory reported no remaining Invesco Solar ETF position as of Q2 2021 after selling out during the quarter.
FMA Advisory sold 6,496 Invesco Solar ETF shares in Q2 2021, an estimated $596K.
FMA Advisory first reported a position in Invesco Solar ETF in Q1 2021 and held it in 1 quarter.
FMA Advisory's Invesco Solar ETF position peaked at $596K in Q1 2021.
340 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2021.

Based on FMA Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.