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Joseph P. Lucia & Associates’s Invesco Solar ETF TAN Stock Holding History

Joseph P. Lucia & Associates’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
-2,693
Closed -$209K – 120
2023
Q1 		$209K Sell
2,693
-610
-18% -$46.7K 0.15% 110
2022
Q4 		$241K Buy
3,303
+20
+0.6% +$1.51K 0.18% 98
2022
Q3 		$242K Buy
3,283
+351
+12% +$28.3K 0.19% 92
2022
Q2 		$209K Buy
2,932
+100
+4% +$6.93K 0.15% 99
2022
Q1 		$214K Sell
2,832
-305
-10% -$21.1K 0.13% 112
2021
Q4 		$241K Sell
3,137
-160
-5% -$14K 0.15% 112
2021
Q3 		$264K Buy
3,297
+940
+40% +$79.1K 0.16% 111
2021
Q2 		$211K Buy
2,357
+664
+39% +$54K 0.13% 122
2021
Q1 		$155K Buy
1,693
+12
+0.7% +$1.26K 0.07% 129
2020
Q4 		$173K Buy
+1,681
New +$135K 0.12% 110
2020
Q3 		– Sell
-3,910
Closed -$141K – 409
2020
Q2 		$141K Buy
3,910
+2,510
+179% +$79.5K 0.13% 106
2020
Q1 		$35K Buy
+1,400
New +$45.7K 0.04% 186

Other funds holding TAN

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
LPL Financial
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
LP
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Joseph P. Lucia & Associates's TAN Position: Q2 2023 in Review

Joseph P. Lucia & Associates sold out of Invesco Solar ETF (TAN) in Q2 2023, closing a stake of 2,693 shares — an estimated $209K sold.

Joseph P. Lucia & Associates first reported a position in TAN in Q1 2020 and held it in 12 quarters. The position peaked at $264K in Q3 2021. 294 funds tracked by Wall St. Rank hold TAN as of Q2 2023.

  • Joseph P. Lucia & Associates reported no remaining Invesco Solar ETF position as of Q2 2023 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 2,693 Invesco Solar ETF shares in Q2 2023, an estimated $209K.
  • Joseph P. Lucia & Associates first reported a position in Invesco Solar ETF in Q1 2020 and held it in 12 quarters.
  • Joseph P. Lucia & Associates's Invesco Solar ETF position peaked at $264K in Q3 2021.
  • 294 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2023.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2023, filed 21 Jul 2023.