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Guardian Wealth Advisors (North Carolina)’s Invesco Solar ETF TAN Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q3 		– Sell
-105
Closed -$4.23K – 470
2024
Q2 		$4.23K Buy
+105
New +$4.59K ﹤0.01% 396

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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 $1.53B AUM 20.88% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s TAN Position: Q3 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco Solar ETF (TAN) in Q3 2024, closing a stake of 105 shares — an estimated $4.23K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in TAN in Q2 2024 and held it in 1 quarter. The position peaked at $4.23K in Q2 2024. 219 funds tracked by Wall St. Rank hold TAN as of Q3 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Invesco Solar ETF position as of Q3 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 105 Invesco Solar ETF shares in Q3 2024, an estimated $4.23K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Invesco Solar ETF in Q2 2024 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Invesco Solar ETF position peaked at $4.23K in Q2 2024.
  • 219 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 14 Nov 2024.