Howe & Rusling’s Invesco Solar ETF TAN Stock Holding History

Howe & Rusling’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	–	Sell	-30	Closed	-$2K	–	946
2022 Q3	$2K	Buy	+30	New	+$2.42K	﹤0.01%	911
2018 Q3	–	Sell	-100	Closed	-$2K	–	901
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	690
2018 Q1	$2K	Hold	100	–	–	﹤0.01%	799
2017 Q4	$3K	Hold	100	–	–	﹤0.01%	654
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	776
2017 Q2	$2K	Hold	100	–	–	﹤0.01%	841
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	867
2016 Q4	$2K	Hold	100	–	–	﹤0.01%	892
2016 Q3	$2K	Hold	100	–	–	﹤0.01%	887
2016 Q2	$2K	Hold	100	–	–	﹤0.01%	847
2016 Q1	$2K	Hold	100	–	–	﹤0.01%	879
2015 Q4	$3K	Hold	100	–	–	﹤0.01%	754
2015 Q3	$3K	Hold	100	–	–	﹤0.01%	760
2015 Q2	$4K	Sell	100 -90	-47%	-$4.06K	﹤0.01%	720
2015 Q1	$8K	Hold	190	–	–	﹤0.01%	537
2014 Q4	$6K	Hold	190	–	–	﹤0.01%	595
2014 Q3	$8K	Hold	190	–	–	﹤0.01%	532
2014 Q2	$8K	Buy	+190	New	+$7.86K	﹤0.01%	534
2014 Q1	–	Sell	-190	Closed	-$7K	–	922
2013 Q4	$7K	Buy	+190	New	+$7.11K	﹤0.01%	548

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

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

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

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 New York $276B AUM 44.8% 1-Year Est. Return

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 Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Howe & Rusling's TAN Position: Q4 2022 in Review

Howe & Rusling sold out of Invesco Solar ETF (TAN) in Q4 2022, closing a stake of 30 shares — an estimated $2K sold.

Howe & Rusling first reported a position in TAN in Q4 2013 and held it in 19 quarters. The position peaked at $8K in Q1 2015. 339 funds tracked by Wall St. Rank hold TAN as of Q4 2022.

Howe & Rusling reported no remaining Invesco Solar ETF position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 30 Invesco Solar ETF shares in Q4 2022, an estimated $2K.
Howe & Rusling first reported a position in Invesco Solar ETF in Q4 2013 and held it in 19 quarters.
Howe & Rusling's Invesco Solar ETF position peaked at $8K in Q1 2015.
339 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.