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Ironwood Financial’s Invesco Solar ETF TAN Stock Holding History

Ironwood 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
2021
Q4 		– Sell
-538
Closed -$43K – 490
2021
Q3 		$43K Buy
538
+295
+121% +$24.8K 0.01% 203
2021
Q2 		$22K Hold
243
– – 0.01% 268
2021
Q1 		$22K Buy
243
+4
+2% +$420 0.01% 256
2020
Q4 		$25K Buy
+239
New +$19.1K 0.01% 218

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ironwood Financial's TAN Position: Q4 2021 in Review

Ironwood Financial sold out of Invesco Solar ETF (TAN) in Q4 2021, closing a stake of 538 shares — an estimated $43K sold.

Ironwood Financial first reported a position in TAN in Q4 2020 and held it in 4 quarters. The position peaked at $43K in Q3 2021. 331 funds tracked by Wall St. Rank hold TAN as of Q4 2021.

  • Ironwood Financial reported no remaining Invesco Solar ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 538 Invesco Solar ETF shares in Q4 2021, an estimated $43K.
  • Ironwood Financial first reported a position in Invesco Solar ETF in Q4 2020 and held it in 4 quarters.
  • Ironwood Financial's Invesco Solar ETF position peaked at $43K in Q3 2021.
  • 331 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.