Laurel Wealth Planning’s Invesco Solar ETF TAN Stock Holding History

Laurel Wealth Planning’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
2023 Q1	–	Sell	-35	Closed	-$2.55K	–	182
2022 Q4	$2.55K	Hold	35	–	–	﹤0.01%	195
2022 Q3	$3K	Hold	35	–	–	﹤0.01%	199
2022 Q2	$2K	Hold	35	–	–	﹤0.01%	224
2022 Q1	$3K	Hold	35	–	–	﹤0.01%	243
2021 Q4	$3K	Hold	35	–	–	﹤0.01%	183
2021 Q3	$3K	Hold	35	–	–	﹤0.01%	190
2021 Q2	$3K	Hold	35	–	–	﹤0.01%	115
2021 Q1	$3K	Hold	35	–	–	﹤0.01%	109
2020 Q4	$4K	Buy	+35	New	+$2.8K	﹤0.01%	106

Other funds holding TAN

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

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

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

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

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

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

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

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Laurel Wealth Planning's TAN Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Invesco Solar ETF (TAN) in Q1 2023, closing a stake of 35 shares — an estimated $2.55K sold.

Laurel Wealth Planning first reported a position in TAN in Q4 2020 and held it in 9 quarters. The position peaked at $4K in Q4 2020. 318 funds tracked by Wall St. Rank hold TAN as of Q1 2023.

Laurel Wealth Planning reported no remaining Invesco Solar ETF position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 35 Invesco Solar ETF shares in Q1 2023, an estimated $2.55K.
Laurel Wealth Planning first reported a position in Invesco Solar ETF in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's Invesco Solar ETF position peaked at $4K in Q4 2020.
318 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.