IAM Advisory’s Invesco Solar ETF TAN Stock Holding History

IAM Advisory’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	-13,984	Closed	-$1.09M	–	99
2023 Q1	$1.09M	Sell	13,984 -671	-5%	-$51.4K	0.38%	43
2022 Q4	$1.07M	Sell	14,655 -1,512	-9%	-$114K	0.39%	36
2022 Q3	$1.19M	Buy	+16,167	New	+$1.3M	0.5%	30

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

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

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

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

IAM Advisory's TAN Position: Q2 2023 in Review

IAM Advisory sold out of Invesco Solar ETF (TAN) in Q2 2023, closing a stake of 13,984 shares — an estimated $1.09M sold.

IAM Advisory first reported a position in TAN in Q3 2022 and held it in 3 quarters. The position peaked at $1.19M in Q3 2022. 294 funds tracked by Wall St. Rank hold TAN as of Q2 2023.

IAM Advisory reported no remaining Invesco Solar ETF position as of Q2 2023 after selling out during the quarter.
IAM Advisory sold 13,984 Invesco Solar ETF shares in Q2 2023, an estimated $1.09M.
IAM Advisory first reported a position in Invesco Solar ETF in Q3 2022 and held it in 3 quarters.
IAM Advisory's Invesco Solar ETF position peaked at $1.19M in Q3 2022.
294 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2023.

Based on IAM Advisory's 13F filing for Q2 2023, filed 13 Jul 2023.