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LifePro Asset Management’s Invesco Solar ETF TAN Stock Holding History

LifePro Asset 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
2023
Q2 		– Sell
-8,908
Closed -$650K – 133
2023
Q1 		$650K Hold
8,908
– – 0.47% 48
2022
Q4 		$650K Buy
8,908
+3,126
+54% +$236K 0.48% 47
2022
Q3 		$426K Buy
+5,782
New +$467K 0.24% 50
2022
Q1 		– Sell
-3,709
Closed -$285K – 142
2021
Q4 		$285K Buy
+3,709
New +$325K 0.08% 101

Other funds holding TAN

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LifePro Asset Management's TAN Position: Q2 2023 in Review

LifePro Asset Management sold out of Invesco Solar ETF (TAN) in Q2 2023, closing a stake of 8,908 shares — an estimated $650K sold.

LifePro Asset Management first reported a position in TAN in Q4 2021 and held it in 4 quarters. The position peaked at $650K in Q1 2023. 294 funds tracked by Wall St. Rank hold TAN as of Q2 2023.

  • LifePro Asset Management reported no remaining Invesco Solar ETF position as of Q2 2023 after selling out during the quarter.
  • LifePro Asset Management sold 8,908 Invesco Solar ETF shares in Q2 2023, an estimated $650K.
  • LifePro Asset Management first reported a position in Invesco Solar ETF in Q4 2021 and held it in 4 quarters.
  • LifePro Asset Management's Invesco Solar ETF position peaked at $650K in Q1 2023.
  • 294 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2023.

Based on LifePro Asset Management's 13F filing for Q2 2023, filed 11 Jul 2023.