Live Your Vision’s Invesco Solar ETF TAN Stock Holding History

Live Your Vision’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
2018 Q2	–	Sell	-95	Closed	-$2K	–	333
2018 Q1	$2K	Hold	95	–	–	﹤0.01%	244
2017 Q4	$2K	Hold	95	–	–	﹤0.01%	243
2017 Q3	$2K	Sell	95 -190	-67%	-$4.07K	﹤0.01%	248
2017 Q2	$6K	Sell	285 -1,050	-79%	-$19.1K	﹤0.01%	219
2017 Q1	$23K	Buy	1,335 +985	+281%	+$17.6K	0.01%	138
2016 Q4	$6K	Buy	+350	New	+$6.49K	﹤0.01%	215

Other funds holding TAN

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

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

Live Your Vision's TAN Position: Q2 2018 in Review

Live Your Vision sold out of Invesco Solar ETF (TAN) in Q2 2018, closing a stake of 95 shares — an estimated $2K sold.

Live Your Vision first reported a position in TAN in Q4 2016 and held it in 6 quarters. The position peaked at $23K in Q1 2017. 85 funds tracked by Wall St. Rank hold TAN as of Q2 2018.

Live Your Vision reported no remaining Invesco Solar ETF position as of Q2 2018 after selling out during the quarter.
Live Your Vision sold 95 Invesco Solar ETF shares in Q2 2018, an estimated $2K.
Live Your Vision first reported a position in Invesco Solar ETF in Q4 2016 and held it in 6 quarters.
Live Your Vision's Invesco Solar ETF position peaked at $23K in Q1 2017.
85 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2018.

Based on Live Your Vision's 13F filing for Q2 2018, filed 16 Jul 2018.