Krilogy Financial’s Invesco Solar ETF TAN Stock Holding History

Krilogy Financial’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
2018 Q4	–	Sell	-118	Closed	-$2K	–	609
2018 Q3	$2K	Buy	+118	New	+$2.61K	﹤0.01%	745
2018 Q2	–	Sell	-118	Closed	-$3K	–	567
2018 Q1	$3K	Hold	118	–	–	﹤0.01%	663
2017 Q4	$3K	Hold	118	–	–	﹤0.01%	660
2017 Q3	$3K	Hold	118	–	–	﹤0.01%	711
2017 Q2	$2K	Hold	118	–	–	﹤0.01%	673
2017 Q1	$2K	Hold	118	–	–	﹤0.01%	659
2016 Q4	$2K	Hold	118	–	–	﹤0.01%	659
2016 Q3	$2K	Buy	+118	New	+$2.49K	﹤0.01%	674

Other funds holding TAN

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Krilogy Financial's TAN Position: Q4 2018 in Review

Krilogy Financial sold out of Invesco Solar ETF (TAN) in Q4 2018, closing a stake of 118 shares — an estimated $2K sold.

Krilogy Financial first reported a position in TAN in Q3 2016 and held it in 8 quarters. The position peaked at $3K in Q1 2018. 80 funds tracked by Wall St. Rank hold TAN as of Q4 2018.

Krilogy Financial reported no remaining Invesco Solar ETF position as of Q4 2018 after selling out during the quarter.
Krilogy Financial sold 118 Invesco Solar ETF shares in Q4 2018, an estimated $2K.
Krilogy Financial first reported a position in Invesco Solar ETF in Q3 2016 and held it in 8 quarters.
Krilogy Financial's Invesco Solar ETF position peaked at $3K in Q1 2018.
80 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.