Geier Asset Management’s Invesco Solar ETF TAN Stock Holding History

Geier Asset 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
2021 Q2	$224K	Hold	2,508	–	–	0.16%	77
2021 Q1	$206K	Hold	2,508	–	–	0.15%	78
2020 Q4	$254K	Buy	+2,508	New	+$201K	0.21%	69

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 $2.44B AUM 24.95% 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

Geier Asset Management's TAN Position: Q2 2021 in Review

Geier Asset Management held its Invesco Solar ETF (TAN) position steady in Q2 2021 at 2,508 shares worth $224K. The position accounts for 0.16% of the portfolio, ranked #77.

Geier Asset Management first reported a position in TAN in Q4 2020 and has held it in 3 quarters since. The position peaked at $254K in Q4 2020. 340 funds tracked by Wall St. Rank hold TAN as of Q2 2021.

Geier Asset Management held 2,508 shares of Invesco Solar ETF worth $224K as of Q2 2021.
Geier Asset Management left its Invesco Solar ETF share count unchanged in Q2 2021.
Invesco Solar ETF made up 0.16% of Geier Asset Management's portfolio in Q2 2021, its #77 holding.
Geier Asset Management first reported a position in Invesco Solar ETF in Q4 2020 and has held it in 3 quarters since.
Geier Asset Management's Invesco Solar ETF position peaked at $254K in Q4 2020.
340 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2021.

Based on Geier Asset Management's 13F filing for Q2 2021, filed 12 Jul 2021.