Legacy Wealth Partners (California)’s Invesco Solar ETF TAN Stock Holding History

Legacy Wealth Partners (California)’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
2021 Q2	$396K	Sell	4,434 -2,560	-37%	-$208K	0.22%	71
2021 Q1	$642K	Buy	6,994 +3,075	+78%	+$323K	0.38%	58
2020 Q4	$403K	Sell	3,919 -730	-16%	-$58.4K	0.25%	72
2020 Q3	$301K	Sell	4,649 -2,603	-36%	-$131K	0.21%	75
2020 Q2	$262K	Buy	+7,252	New	+$230K	0.2%	85

Other funds holding TAN

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

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

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

Legacy Wealth Partners (California)'s TAN Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its Invesco Solar ETF (TAN) stake by 37% in Q2 2021, selling an estimated $208K and leaving 4,434 shares worth $396K. The position accounts for 0.22% of the portfolio, ranked #71.

Legacy Wealth Partners (California) first reported a position in TAN in Q2 2020 and has held it in 5 quarters since. The position peaked at $642K in Q1 2021. 340 funds tracked by Wall St. Rank hold TAN as of Q2 2021.

Legacy Wealth Partners (California) held 4,434 shares of Invesco Solar ETF worth $396K as of Q2 2021.
Legacy Wealth Partners (California) sold 2,560 Invesco Solar ETF shares in Q2 2021, an estimated $208K.
Invesco Solar ETF made up 0.22% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #71 holding.
Legacy Wealth Partners (California) first reported a position in Invesco Solar ETF in Q2 2020 and has held it in 5 quarters since.
Legacy Wealth Partners (California)'s Invesco Solar ETF position peaked at $642K in Q1 2021.
340 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.