Ground Swell Capital’s Invesco Solar ETF TAN Stock Holding History

Ground Swell Capital’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 Q3	–	Sell	-2,928	Closed	-$262K	–	124
2021 Q2	$262K	Buy	+2,928	New	+$238K	1.25%	23

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

MIH

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ground Swell Capital's TAN Position: Q3 2021 in Review

Ground Swell Capital sold out of Invesco Solar ETF (TAN) in Q3 2021, closing a stake of 2,928 shares — an estimated $262K sold.

Ground Swell Capital first reported a position in TAN in Q2 2021 and held it in 1 quarter. The position peaked at $262K in Q2 2021. 307 funds tracked by Wall St. Rank hold TAN as of Q3 2021.

Ground Swell Capital reported no remaining Invesco Solar ETF position as of Q3 2021 after selling out during the quarter.
Ground Swell Capital sold 2,928 Invesco Solar ETF shares in Q3 2021, an estimated $262K.
Ground Swell Capital first reported a position in Invesco Solar ETF in Q2 2021 and held it in 1 quarter.
Ground Swell Capital's Invesco Solar ETF position peaked at $262K in Q2 2021.
307 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2021.

Based on Ground Swell Capital's 13F filing for Q3 2021, filed 12 Nov 2021.