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Intrua Financial’s Invesco Solar ETF TAN Stock Holding History

Intrua Financial’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
-52,653
Closed -$3.88M – 343
2022
Q3 		$3.88M Sell
52,653
-35,474
-40% -$2.86M 1.03% 23
2022
Q2 		$6.29M Buy
+88,127
New +$6.1M 1.34% 15

Other funds holding TAN

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Intrua Financial's TAN Position: Q4 2022 in Review

Intrua Financial sold out of Invesco Solar ETF (TAN) in Q4 2022, closing a stake of 52,653 shares — an estimated $3.88M sold.

Intrua Financial first reported a position in TAN in Q2 2022 and held it in 2 quarters. The position peaked at $6.29M in Q2 2022. 339 funds tracked by Wall St. Rank hold TAN as of Q4 2022.

  • Intrua Financial reported no remaining Invesco Solar ETF position as of Q4 2022 after selling out during the quarter.
  • Intrua Financial sold 52,653 Invesco Solar ETF shares in Q4 2022, an estimated $3.88M.
  • Intrua Financial first reported a position in Invesco Solar ETF in Q2 2022 and held it in 2 quarters.
  • Intrua Financial's Invesco Solar ETF position peaked at $6.29M in Q2 2022.
  • 339 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2022.

Based on Intrua Financial's 13F filing for Q4 2022, filed 20 Jan 2023.