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Hazlett, Burt & Watson’s Invesco Solar ETF TAN Stock Holding History

Hazlett, Burt & Watson’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
2023
Q2 		– Sell
-10
Closed -$1K – 713
2023
Q1 		$1K Buy
+10
New +$766 ﹤0.01% 604

Other funds holding TAN

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CI
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Hazlett, Burt & Watson's TAN Position: Q2 2023 in Review

Hazlett, Burt & Watson sold out of Invesco Solar ETF (TAN) in Q2 2023, closing a stake of 10 shares — an estimated $1K sold.

Hazlett, Burt & Watson first reported a position in TAN in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 294 funds tracked by Wall St. Rank hold TAN as of Q2 2023.

  • Hazlett, Burt & Watson reported no remaining Invesco Solar ETF position as of Q2 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 10 Invesco Solar ETF shares in Q2 2023, an estimated $1K.
  • Hazlett, Burt & Watson first reported a position in Invesco Solar ETF in Q1 2023 and held it in 1 quarter.
  • Hazlett, Burt & Watson's Invesco Solar ETF position peaked at $1K in Q1 2023.
  • 294 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2023, filed 1 Aug 2023.