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Lowe Wealth Advisors’s Invesco Solar ETF TAN Stock Holding History

Lowe Wealth Advisors’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
Q3 		– Sell
-115
Closed -$8.21K – 357
2023
Q2 		$8.21K Hold
115
– – ﹤0.01% 232
2023
Q1 		$8.93K Hold
115
– – ﹤0.01% 215
2022
Q4 		$8.39K Hold
115
– – ﹤0.01% 224
2022
Q3 		$8K Hold
115
– – ﹤0.01% 214
2022
Q2 		$8K Sell
115
-200
-63% -$13.9K ﹤0.01% 204
2022
Q1 		$24K Buy
315
+200
+174% +$13.8K 0.01% 139
2021
Q4 		$9K Hold
115
– – ﹤0.01% 200
2021
Q3 		$9K Buy
+115
New +$9.68K ﹤0.01% 197

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
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
LPL Financial
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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lowe Wealth Advisors's TAN Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of Invesco Solar ETF (TAN) in Q3 2023, closing a stake of 115 shares — an estimated $8.21K sold.

Lowe Wealth Advisors first reported a position in TAN in Q3 2021 and held it in 8 quarters. The position peaked at $24K in Q1 2022. 271 funds tracked by Wall St. Rank hold TAN as of Q3 2023.

  • Lowe Wealth Advisors reported no remaining Invesco Solar ETF position as of Q3 2023 after selling out during the quarter.
  • Lowe Wealth Advisors sold 115 Invesco Solar ETF shares in Q3 2023, an estimated $8.21K.
  • Lowe Wealth Advisors first reported a position in Invesco Solar ETF in Q3 2021 and held it in 8 quarters.
  • Lowe Wealth Advisors's Invesco Solar ETF position peaked at $24K in Q1 2022.
  • 271 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.