KWM
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Kingsview Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Kingsview 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
2021
Q3 		– Sell
-10,762
Closed -$950K – 1009
2021
Q2 		$950K Buy
+10,762
New +$875K 0.05% 390

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Morgan Stanley
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MIH
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LPL Financial
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
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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

Kingsview Wealth Management's TAN Position: Q3 2021 in Review

Kingsview Wealth Management sold out of Invesco Solar ETF (TAN) in Q3 2021, closing a stake of 10,762 shares — an estimated $950K sold.

Kingsview Wealth Management first reported a position in TAN in Q2 2021 and held it in 1 quarter. The position peaked at $950K in Q2 2021. 307 funds tracked by Wall St. Rank hold TAN as of Q3 2021.

  • Kingsview Wealth Management reported no remaining Invesco Solar ETF position as of Q3 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 10,762 Invesco Solar ETF shares in Q3 2021, an estimated $950K.
  • Kingsview Wealth Management first reported a position in Invesco Solar ETF in Q2 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's Invesco Solar ETF position peaked at $950K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2021.

Based on Kingsview Wealth Management's 13F filing for Q3 2021, filed 3 Dec 2021.