LPWM LLC’s Invesco Solar ETF TAN Stock Holding History

LPWM LLC’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	-2,610	Closed	-$203K	–	70
2023 Q1	$203K	Buy	+2,610	New	+$200K	0.1%	66

Other funds holding TAN

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPWM LLC's TAN Position: Q2 2023 in Review

LPWM LLC sold out of Invesco Solar ETF (TAN) in Q2 2023, closing a stake of 2,610 shares — an estimated $203K sold.

LPWM LLC first reported a position in TAN in Q1 2023 and held it in 1 quarter. The position peaked at $203K in Q1 2023. 294 funds tracked by Wall St. Rank hold TAN as of Q2 2023.

LPWM LLC reported no remaining Invesco Solar ETF position as of Q2 2023 after selling out during the quarter.
LPWM LLC sold 2,610 Invesco Solar ETF shares in Q2 2023, an estimated $203K.
LPWM LLC first reported a position in Invesco Solar ETF in Q1 2023 and held it in 1 quarter.
LPWM LLC's Invesco Solar ETF position peaked at $203K in Q1 2023.
294 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2023.

Based on LPWM LLC's 13F filing for Q2 2023, filed 14 Jul 2023.