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Focused Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Focused Wealth 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
2024
Q1 		– Sell
-40
Closed -$2.14K – 886
2023
Q4 		$2.14K Hold
40
– – ﹤0.01% 767
2023
Q3 		$2.07K Hold
40
– – ﹤0.01% 764
2023
Q2 		$2.86K Hold
40
– – ﹤0.01% 761
2023
Q1 		$3.1K Hold
40
– – ﹤0.01% 751
2022
Q4 		$2.92K Buy
+40
New +$3.01K ﹤0.01% 747
2022
Q1 		– Sell
-100
Closed -$8K – 1104
2021
Q4 		$8K Hold
100
– – ﹤0.01% 638
2021
Q3 		$8K Hold
100
– – ﹤0.01% 646
2021
Q2 		$9K Buy
+100
New +$8.13K ﹤0.01% 634
2021
Q1 		– Sell
-30
Closed -$3K – 1003
2020
Q4 		$3K Buy
+30
New +$2.4K ﹤0.01% 718
2016
Q4 		– Sell
-380
Closed -$8K – 734
2016
Q3 		$8K Sell
380
-84
-18% -$1.77K ﹤0.01% 471
2016
Q2 		$10K Hold
464
– – ﹤0.01% 441
2016
Q1 		$11K Hold
464
– – 0.01% 390
2015
Q4 		$14K Buy
464
+1
+0.2% +$29 0.01% 363
2015
Q3 		$12K Buy
463
+380
+458% +$12.3K 0.01% 373
2015
Q2 		$3K Hold
83
– – ﹤0.01% 559
2015
Q1 		$4K Hold
83
– – ﹤0.01% 558
2014
Q4 		$3K Buy
83
+2
+2% +$72 ﹤0.01% 561
2014
Q3 		$3K Hold
81
– – ﹤0.01% 565
2014
Q2 		$4K Hold
81
– – ﹤0.01% 542
2014
Q1 		$4K Buy
81
+1
+1% +$43 ﹤0.01% 514
2013
Q4 		$3K Buy
+80
New +$2.99K ﹤0.01% 528

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Focused Wealth Management's TAN Position: Q1 2024 in Review

Focused Wealth Management sold out of Invesco Solar ETF (TAN) in Q1 2024, closing a stake of 40 shares — an estimated $2.14K sold.

Focused Wealth Management first reported a position in TAN in Q4 2013 and held it in 21 quarters. The position peaked at $14K in Q4 2015. 241 funds tracked by Wall St. Rank hold TAN as of Q1 2024.

  • Focused Wealth Management reported no remaining Invesco Solar ETF position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 40 Invesco Solar ETF shares in Q1 2024, an estimated $2.14K.
  • Focused Wealth Management first reported a position in Invesco Solar ETF in Q4 2013 and held it in 21 quarters.
  • Focused Wealth Management's Invesco Solar ETF position peaked at $14K in Q4 2015.
  • 241 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.