Janiczek Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Janiczek Wealth Management’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 Q3	–	Sell	-22	Closed	-$1.57K	–	1075
2023 Q2	$1.57K	Hold	22	–	–	﹤0.01%	793
2023 Q1	$1.68K	Buy	22 +12	+120%	+$919	﹤0.01%	785
2022 Q4	$817	Hold	10	–	–	﹤0.01%	875
2022 Q3	$1K	Sell	10 -16	-62%	-$1.29K	﹤0.01%	875
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	802
2022 Q1	$2K	Hold	26	–	–	﹤0.01%	791
2021 Q4	$2K	Hold	26	–	–	﹤0.01%	852
2021 Q3	$2K	Hold	26	–	–	﹤0.01%	829
2021 Q2	$2K	Hold	26	–	–	﹤0.01%	788
2021 Q1	$2K	Hold	26	–	–	﹤0.01%	752
2020 Q4	$3K	Hold	26	–	–	﹤0.01%	656
2020 Q3	$2K	Hold	26	–	–	﹤0.01%	526
2020 Q2	$1K	Hold	26	–	–	﹤0.01%	353
2020 Q1	$1K	Hold	26	–	–	﹤0.01%	149
2019 Q4	$1K	Hold	26	–	–	﹤0.01%	151
2019 Q3	$1K	Hold	26	–	–	﹤0.01%	153
2019 Q2	$1K	Hold	26	–	–	﹤0.01%	183
2019 Q1	$1K	Buy	26 +1	+4%	+$23	﹤0.01%	158
2018 Q4	$0	Hold	25	–	–	﹤0.01%	178
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	143
2018 Q2	$1K	Buy	+25	New	+$617	﹤0.01%	158

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janiczek Wealth Management's TAN Position: Q3 2023 in Review

Janiczek Wealth Management sold out of Invesco Solar ETF (TAN) in Q3 2023, closing a stake of 22 shares — an estimated $1.57K sold.

Janiczek Wealth Management first reported a position in TAN in Q2 2018 and held it in 21 quarters. The position peaked at $3K in Q4 2020. 271 funds tracked by Wall St. Rank hold TAN as of Q3 2023.

Janiczek Wealth Management reported no remaining Invesco Solar ETF position as of Q3 2023 after selling out during the quarter.
Janiczek Wealth Management sold 22 Invesco Solar ETF shares in Q3 2023, an estimated $1.57K.
Janiczek Wealth Management first reported a position in Invesco Solar ETF in Q2 2018 and held it in 21 quarters.
Janiczek Wealth Management's Invesco Solar ETF position peaked at $3K in Q4 2020.
271 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2023.

Based on Janiczek Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.