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Kalos Management’s Invesco Solar ETF TAN Stock Holding History

Kalos 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
-433
Closed -$30.9K – 104
2023
Q2 		$30.9K Hold
433
– – 0.07% 78
2023
Q1 		$33.6K Hold
433
– – 0.07% 111
2022
Q4 		$31.6K Buy
+433
New +$32.6K 0.07% 73

Other funds holding TAN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Kalos Management's TAN Position: Q3 2023 in Review

Kalos Management sold out of Invesco Solar ETF (TAN) in Q3 2023, closing a stake of 433 shares — an estimated $30.9K sold.

Kalos Management first reported a position in TAN in Q4 2022 and held it in 3 quarters. The position peaked at $33.6K in Q1 2023. 271 funds tracked by Wall St. Rank hold TAN as of Q3 2023.

  • Kalos Management reported no remaining Invesco Solar ETF position as of Q3 2023 after selling out during the quarter.
  • Kalos Management sold 433 Invesco Solar ETF shares in Q3 2023, an estimated $30.9K.
  • Kalos Management first reported a position in Invesco Solar ETF in Q4 2022 and held it in 3 quarters.
  • Kalos Management's Invesco Solar ETF position peaked at $33.6K in Q1 2023.
  • 271 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2023.

Based on Kalos Management's 13F filing for Q3 2023.