High Net Worth Advisory Group’s Invesco Solar ETF TAN Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-41	Closed	-$2.99K	–	536
2022 Q4	$2.99K	Hold	41	–	–	﹤0.01%	567
2022 Q3	$3K	Hold	41	–	–	﹤0.01%	618
2022 Q2	$3K	Hold	41	–	–	﹤0.01%	618
2022 Q1	$3K	Hold	41	–	–	﹤0.01%	623
2021 Q4	$3K	Buy	+41	New	+$3.59K	﹤0.01%	638

Other funds holding TAN

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

MIH

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

High Net Worth Advisory Group's TAN Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Invesco Solar ETF (TAN) in Q1 2023, closing a stake of 41 shares — an estimated $2.99K sold.

High Net Worth Advisory Group first reported a position in TAN in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q3 2022. 318 funds tracked by Wall St. Rank hold TAN as of Q1 2023.

High Net Worth Advisory Group reported no remaining Invesco Solar ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 41 Invesco Solar ETF shares in Q1 2023, an estimated $2.99K.
High Net Worth Advisory Group first reported a position in Invesco Solar ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Invesco Solar ETF position peaked at $3K in Q3 2022.
318 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.