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Independent Financial Group’s Invesco Solar ETF TAN Stock Holding History

Independent Financial 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
2022
Q4 		– Sell
-3,028
Closed -$223K – 816
2022
Q3 		$223K Buy
+3,028
New +$244K 0.02% 628
2022
Q2 		– Sell
-5,385
Closed -$406K – 809
2022
Q1 		$406K Sell
5,385
-2,985
-36% -$206K 0.03% 494
2021
Q4 		$644K Buy
8,370
+3,683
+79% +$323K 0.05% 356
2021
Q3 		$375K Sell
4,687
-1,134
-19% -$95.4K 0.04% 451
2021
Q2 		$520K Buy
5,821
+617
+12% +$50.2K 0.06% 356
2021
Q1 		$478K Sell
5,204
-803
-13% -$84.4K 0.06% 342
2020
Q4 		$617K Buy
+6,007
New +$481K 0.09% 258

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

Independent Financial Group's TAN Position: Q4 2022 in Review

Independent Financial Group sold out of Invesco Solar ETF (TAN) in Q4 2022, closing a stake of 3,028 shares — an estimated $223K sold.

Independent Financial Group first reported a position in TAN in Q4 2020 and held it in 7 quarters. The position peaked at $644K in Q4 2021. 339 funds tracked by Wall St. Rank hold TAN as of Q4 2022.

  • Independent Financial Group reported no remaining Invesco Solar ETF position as of Q4 2022 after selling out during the quarter.
  • Independent Financial Group sold 3,028 Invesco Solar ETF shares in Q4 2022, an estimated $223K.
  • Independent Financial Group first reported a position in Invesco Solar ETF in Q4 2020 and held it in 7 quarters.
  • Independent Financial Group's Invesco Solar ETF position peaked at $644K in Q4 2021.
  • 339 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2022.

Based on Independent Financial Group's 13F filing for Q4 2022, filed 15 Jun 2026.