Graves Light Lenhart Wealth’s Invesco Solar ETF TAN Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-5	Closed	–	–	542
2022 Q2	$0	Hold	5	–	–	﹤0.01%	690
2022 Q1	$0	Buy	+5	New	+$346	﹤0.01%	746

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Graves Light Lenhart Wealth's TAN Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Invesco Solar ETF (TAN) in Q3 2022, closing a stake of 5 shares.

Graves Light Lenhart Wealth first reported a position in TAN in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2022. 319 funds tracked by Wall St. Rank hold TAN as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Invesco Solar ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 5 Invesco Solar ETF shares in Q3 2022.
Graves Light Lenhart Wealth first reported a position in Invesco Solar ETF in Q1 2022 and held it in 2 quarters.
Graves Light Lenhart Wealth's Invesco Solar ETF position peaked at $0 in Q2 2022.
319 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.