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FRG Family Wealth Advisors’s Invesco Solar ETF TAN Stock Holding History

FRG Family Wealth Advisors’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
Q2 		– Sell
-760
Closed -$30.7K – 334
2024
Q1 		$30.7K Buy
+760
New +$33.9K 0.01% 220

Other funds holding TAN

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CI
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

FRG Family Wealth Advisors's TAN Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Invesco Solar ETF (TAN) in Q2 2024, closing a stake of 760 shares — an estimated $30.7K sold.

FRG Family Wealth Advisors first reported a position in TAN in Q1 2024 and held it in 1 quarter. The position peaked at $30.7K in Q1 2024. 234 funds tracked by Wall St. Rank hold TAN as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Invesco Solar ETF position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 760 Invesco Solar ETF shares in Q2 2024, an estimated $30.7K.
  • FRG Family Wealth Advisors first reported a position in Invesco Solar ETF in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Invesco Solar ETF position peaked at $30.7K in Q1 2024.
  • 234 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.