Liberty Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Liberty Wealth Management’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 Q4	–	Sell	-284	Closed	-$23K	–	997
2021 Q3	$23K	Sell	284 -1	-0.4%	-$84	0.01%	610
2021 Q2	$25K	Buy	285 +18	+7%	+$1.46K	0.01%	465
2021 Q1	$29K	Hold	267	–	–	0.01%	392
2020 Q4	$29K	Buy	+267	New	+$21.4K	0.01%	389

Other funds holding TAN

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 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

Liberty Wealth Management's TAN Position: Q4 2021 in Review

Liberty Wealth Management sold out of Invesco Solar ETF (TAN) in Q4 2021, closing a stake of 284 shares — an estimated $23K sold.

Liberty Wealth Management first reported a position in TAN in Q4 2020 and held it in 4 quarters. The position peaked at $29K in Q1 2021. 331 funds tracked by Wall St. Rank hold TAN as of Q4 2021.

Liberty Wealth Management reported no remaining Invesco Solar ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 284 Invesco Solar ETF shares in Q4 2021, an estimated $23K.
Liberty Wealth Management first reported a position in Invesco Solar ETF in Q4 2020 and held it in 4 quarters.
Liberty Wealth Management's Invesco Solar ETF position peaked at $29K in Q1 2021.
331 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.