Kore Private Wealth’s Invesco Solar ETF TAN Stock Holding History

Kore Private Wealth’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
2022 Q3	$712K	Hold	9,667	–	–	0.13%	101
2022 Q2	$690K	Hold	9,667	–	–	0.11%	129
2022 Q1	$729K	Hold	9,667	–	–	0.09%	141
2021 Q4	$744K	Sell	9,667 -1,240	-11%	-$109K	0.09%	136
2021 Q3	$872K	Hold	10,907	–	–	0.09%	167
2021 Q2	$974K	Buy	10,907 +1,240	+13%	+$101K	0.11%	140
2021 Q1	$887K	Hold	9,667	–	–	0.12%	121
2020 Q4	$993K	Hold	9,667	–	–	0.15%	98
2020 Q3	$626K	Hold	9,667	–	–	0.12%	119
2020 Q2	$348K	Hold	9,667	–	–	0.07%	162
2020 Q1	$244K	Hold	9,667	–	–	0.06%	183
2019 Q4	$298K	Hold	9,667	–	–	0.06%	196
2019 Q3	$278K	Hold	9,667	–	–	0.06%	182
2019 Q2	$273K	Hold	9,667	–	–	0.06%	179
2019 Q1	$224K	Hold	9,667	–	–	0.05%	189
2018 Q4	$179K	Buy	+9,667	New	+$191K	0.05%	211

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kore Private Wealth's TAN Position: Q3 2022 in Review

Kore Private Wealth held its Invesco Solar ETF (TAN) position steady in Q3 2022 at 9,667 shares worth $712K. The position accounts for 0.13% of the portfolio, ranked #101.

Kore Private Wealth first reported a position in TAN in Q4 2018 and has held it in 16 quarters since. The position peaked at $993K in Q4 2020. 319 funds tracked by Wall St. Rank hold TAN as of Q3 2022.

Kore Private Wealth held 9,667 shares of Invesco Solar ETF worth $712K as of Q3 2022.
Kore Private Wealth left its Invesco Solar ETF share count unchanged in Q3 2022.
Invesco Solar ETF made up 0.13% of Kore Private Wealth's portfolio in Q3 2022, its #101 holding.
Kore Private Wealth first reported a position in Invesco Solar ETF in Q4 2018 and has held it in 16 quarters since.
Kore Private Wealth's Invesco Solar ETF position peaked at $993K in Q4 2020.
319 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.