Kinloch Capital’s Invesco Solar ETF TAN Stock Holding History

Kinloch Capital’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 Q1	–	Sell	-57	Closed	-$6K	–	183
2020 Q4	$6K	Buy	+57	New	+$4.56K	0.01%	181

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kinloch Capital's TAN Position: Q1 2021 in Review

Kinloch Capital sold out of Invesco Solar ETF (TAN) in Q1 2021, closing a stake of 57 shares — an estimated $6K sold.

Kinloch Capital first reported a position in TAN in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 308 funds tracked by Wall St. Rank hold TAN as of Q1 2021.

Kinloch Capital reported no remaining Invesco Solar ETF position as of Q1 2021 after selling out during the quarter.
Kinloch Capital sold 57 Invesco Solar ETF shares in Q1 2021, an estimated $6K.
Kinloch Capital first reported a position in Invesco Solar ETF in Q4 2020 and held it in 1 quarter.
Kinloch Capital's Invesco Solar ETF position peaked at $6K in Q4 2020.
308 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2021.

Based on Kinloch Capital's 13F filing for Q1 2021, filed 11 May 2021.