Ford Financial Group’s Invesco Solar ETF TAN Stock Holding History

Ford Financial Group’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 Q1	–	Sell	-566	Closed	-$43K	–	456
2021 Q4	$43K	Buy	+566	New	+$49.6K	0.01%	227
2021 Q3	–	Sell	-427	Closed	-$38K	–	493
2021 Q2	$38K	Buy	+427	New	+$34.7K	0.01%	235
2018 Q1	–	Sell	-50	Closed	-$1K	–	328
2017 Q4	$1K	Buy	+50	New	+$1.19K	﹤0.01%	431

Other funds holding TAN

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ford Financial Group's TAN Position: Q1 2022 in Review

Ford Financial Group sold out of Invesco Solar ETF (TAN) in Q1 2022, closing a stake of 566 shares — an estimated $43K sold.

Ford Financial Group first reported a position in TAN in Q4 2017 and held it in 3 quarters. The position peaked at $43K in Q4 2021. 319 funds tracked by Wall St. Rank hold TAN as of Q1 2022.

Ford Financial Group reported no remaining Invesco Solar ETF position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 566 Invesco Solar ETF shares in Q1 2022, an estimated $43K.
Ford Financial Group first reported a position in Invesco Solar ETF in Q4 2017 and held it in 3 quarters.
Ford Financial Group's Invesco Solar ETF position peaked at $43K in Q4 2021.
319 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.