Level Four Advisory Services’s Invesco Solar ETF TAN Stock Holding History

Level Four Advisory 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
2021 Q3	–	Sell	-3,847	Closed	-$344K	–	623
2021 Q2	$344K	Buy	3,847 +1,233	+47%	+$100K	0.02%	499
2021 Q1	$240K	Buy	+2,614	New	+$275K	0.02%	561

Other funds holding TAN

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

MIH

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Level Four Advisory Services's TAN Position: Q3 2021 in Review

Level Four Advisory Services sold out of Invesco Solar ETF (TAN) in Q3 2021, closing a stake of 3,847 shares — an estimated $344K sold.

Level Four Advisory Services first reported a position in TAN in Q1 2021 and held it in 2 quarters. The position peaked at $344K in Q2 2021. 307 funds tracked by Wall St. Rank hold TAN as of Q3 2021.

Level Four Advisory Services reported no remaining Invesco Solar ETF position as of Q3 2021 after selling out during the quarter.
Level Four Advisory Services sold 3,847 Invesco Solar ETF shares in Q3 2021, an estimated $344K.
Level Four Advisory Services first reported a position in Invesco Solar ETF in Q1 2021 and held it in 2 quarters.
Level Four Advisory Services's Invesco Solar ETF position peaked at $344K in Q2 2021.
307 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2021.

Based on Level Four Advisory Services's 13F filing for Q3 2021, filed 12 Oct 2021.