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Heritage Wealth Management (Arizona)’s Invesco Solar ETF TAN Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$43K Buy
590
+290
+97% +$21.9K 0.01% 519
2022
Q3 		$22K Hold
300
– – 0.01% 517
2022
Q2 		$21.4K Hold
300
– – 0.01% 533
2022
Q1 		$23K Buy
+300
New +$20.7K 0.01% 576

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TAN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Invesco Solar ETF (TAN) stake by 97% in Q4 2022, buying an estimated $21.9K and bringing the position to 590 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #519.

Heritage Wealth Management (Arizona) first reported a position in TAN in Q1 2022 and has held it in 4 quarters since. 339 funds tracked by Wall St. Rank hold TAN as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 590 shares of Invesco Solar ETF worth $43K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 290 Invesco Solar ETF shares in Q4 2022, an estimated $21.9K.
  • Invesco Solar ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #519 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Invesco Solar ETF in Q1 2022 and has held it in 4 quarters since.
  • 339 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.