Lake Street Private Wealth’s Invesco Solar ETF TAN Stock Holding History

Lake Street 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 Q1	–	Sell	-7,925	Closed	-$610K	–	357
2021 Q4	$610K	Buy	7,925 +697	+10%	+$61.1K	0.11%	176
2021 Q3	$578K	Buy	7,228 +105	+1%	+$8.84K	0.14%	134
2021 Q2	$629K	Buy	7,123 +292	+4%	+$23.8K	0.16%	126
2021 Q1	$627K	Buy	6,831 +3,198	+88%	+$336K	0.17%	122
2020 Q4	$373K	Buy	+3,633	New	+$291K	0.11%	149

Other funds holding TAN

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Lake Street Private Wealth's TAN Position: Q1 2022 in Review

Lake Street Private Wealth sold out of Invesco Solar ETF (TAN) in Q1 2022, closing a stake of 7,925 shares — an estimated $610K sold.

Lake Street Private Wealth first reported a position in TAN in Q4 2020 and held it in 5 quarters. The position peaked at $629K in Q2 2021. 319 funds tracked by Wall St. Rank hold TAN as of Q1 2022.

Lake Street Private Wealth reported no remaining Invesco Solar ETF position as of Q1 2022 after selling out during the quarter.
Lake Street Private Wealth sold 7,925 Invesco Solar ETF shares in Q1 2022, an estimated $610K.
Lake Street Private Wealth first reported a position in Invesco Solar ETF in Q4 2020 and held it in 5 quarters.
Lake Street Private Wealth's Invesco Solar ETF position peaked at $629K in Q2 2021.
319 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2022.

Based on Lake Street Private Wealth's 13F filing for Q1 2022, filed 29 Apr 2022.