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Ladenburg Thalmann Financial Services’s Invesco Solar ETF TAN Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$1.69M Buy
54,819
+22,857
+72% +$661K 0.01% 961
2019
Q3 		$939K Buy
31,962
+14,094
+79% +$421K 0.01% 1290
2019
Q2 		$506K Buy
17,868
+6,473
+57% +$167K ﹤0.01% 1734
2019
Q1 		$265K Buy
11,395
+1,661
+17% +$37.8K ﹤0.01% 2185
2018
Q4 		$182K Sell
9,734
-1,462
-13% -$28.8K ﹤0.01% 2300
2018
Q3 		$233K Buy
11,196
+2,246
+25% +$49.6K ﹤0.01% 2190
2018
Q2 		$220K Hold
8,950
– – ﹤0.01% 2167
2018
Q1 		$220K Sell
8,950
-4,528
-34% -$113K ﹤0.01% 2167
2017
Q4 		$338K Buy
13,478
+3,027
+29% +$72.3K ﹤0.01% 1813
2017
Q3 		$226K Sell
10,451
-10,218
-49% -$219K ﹤0.01% 2009
2017
Q2 		$410K Buy
20,669
+6,565
+47% +$119K ﹤0.01% 1512
2017
Q1 		$244K Buy
14,104
+3,894
+38% +$69.4K ﹤0.01% 1769
2016
Q4 		$169K Sell
10,210
-1,152
-10% -$21.4K ﹤0.01% 1937
2016
Q3 		$231K Buy
11,362
+4,942
+77% +$104K ﹤0.01% 1663
2016
Q2 		$135K Buy
6,420
+928
+17% +$20.4K ﹤0.01% 1941
2016
Q1 		$124K Sell
5,492
-356
-6% -$8.54K ﹤0.01% 1916
2015
Q4 		$179K Buy
5,848
+2,850
+95% +$83.9K ﹤0.01% 1662
2015
Q3 		$79K Buy
2,998
+36
+1% +$1.17K ﹤0.01% 2156
2015
Q2 		$116K Buy
2,962
+1,309
+79% +$59K ﹤0.01% 2000
2015
Q1 		$73K Buy
1,653
+772
+88% +$29.7K ﹤0.01% 2287
2014
Q4 		$30K Buy
881
+465
+112% +$16.7K ﹤0.01% 2711
2014
Q3 		$17K Buy
416
+150
+56% +$6.38K ﹤0.01% 2788
2014
Q2 		$12K Hold
266
– – ﹤0.01% 2988
2014
Q1 		$12K Buy
266
+100
+60% +$4.29K ﹤0.01% 2870
2013
Q4 		$6K Sell
166
-899
-84% -$33.6K ﹤0.01% 3183
2013
Q3 		$37K Buy
1,065
+1,015
+2,030% +$28.5K ﹤0.01% 2023
2013
Q2 		$1K Buy
+50
New +$1.07K ﹤0.01% 3501

Other funds holding TAN

ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Ladenburg Thalmann Financial Services's TAN Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Invesco Solar ETF (TAN) stake by 72% in Q4 2019, buying an estimated $661K and bringing the position to 54,819 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #961.

Ladenburg Thalmann Financial Services first reported a position in TAN in Q2 2013 and has held it in 27 quarters since. 106 funds tracked by Wall St. Rank hold TAN as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 54,819 shares of Invesco Solar ETF worth $1.69M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 22,857 Invesco Solar ETF shares in Q4 2019, an estimated $661K.
  • Invesco Solar ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #961 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Invesco Solar ETF in Q2 2013 and has held it in 27 quarters since.
  • 106 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.