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FormulaFolio Investments’s Invesco Solar ETF TAN Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-6,736
Closed -$692K – 778
2020
Q4 		$692K Buy
+6,736
New +$539K 0.01% 390

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FormulaFolio Investments's TAN Position: Q1 2021 in Review

FormulaFolio Investments sold out of Invesco Solar ETF (TAN) in Q1 2021, closing a stake of 6,736 shares — an estimated $692K sold.

FormulaFolio Investments first reported a position in TAN in Q4 2020 and held it in 1 quarter. The position peaked at $692K in Q4 2020. 307 funds tracked by Wall St. Rank hold TAN as of Q1 2021.

  • FormulaFolio Investments reported no remaining Invesco Solar ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 6,736 Invesco Solar ETF shares in Q1 2021, an estimated $692K.
  • FormulaFolio Investments first reported a position in Invesco Solar ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Invesco Solar ETF position peaked at $692K in Q4 2020.
  • 307 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.