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Kaizen Financial Strategies’s Invesco Solar ETF TAN Stock Holding History

Kaizen Financial Strategies’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
-11,555
Closed -$924K – 156
2021
Q3 		$924K Buy
+11,555
New +$973K 0.74% 40
2021
Q1 		$1.03M Buy
+11,185
New +$1.18M 0.98% 30

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

Kaizen Financial Strategies's TAN Position: Q4 2021 in Review

Kaizen Financial Strategies sold out of Invesco Solar ETF (TAN) in Q4 2021, closing a stake of 11,555 shares — an estimated $924K sold.

Kaizen Financial Strategies first reported a position in TAN in Q1 2021 and held it in 2 quarters. The position peaked at $1.03M in Q1 2021. 331 funds tracked by Wall St. Rank hold TAN as of Q4 2021.

  • Kaizen Financial Strategies reported no remaining Invesco Solar ETF position as of Q4 2021 after selling out during the quarter.
  • Kaizen Financial Strategies sold 11,555 Invesco Solar ETF shares in Q4 2021, an estimated $924K.
  • Kaizen Financial Strategies first reported a position in Invesco Solar ETF in Q1 2021 and held it in 2 quarters.
  • Kaizen Financial Strategies's Invesco Solar ETF position peaked at $1.03M in Q1 2021.
  • 331 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2021.

Based on Kaizen Financial Strategies's 13F filing for Q4 2021, filed 26 Jan 2022.