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Madden Advisory Services’s Invesco Solar ETF TAN Stock Holding History

Madden Advisory Services’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
2017
Q2 		– Sell
-745
Closed -$12K – 220
2017
Q1 		$12K Buy
+745
New +$13.3K 0.01% 203

Other funds holding TAN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Madden Advisory Services's TAN Position: Q2 2017 in Review

Madden Advisory Services sold out of Invesco Solar ETF (TAN) in Q2 2017, closing a stake of 745 shares — an estimated $12K sold.

Madden Advisory Services first reported a position in TAN in Q1 2017 and held it in 1 quarter. The position peaked at $12K in Q1 2017. 60 funds tracked by Wall St. Rank hold TAN as of Q2 2017.

  • Madden Advisory Services reported no remaining Invesco Solar ETF position as of Q2 2017 after selling out during the quarter.
  • Madden Advisory Services sold 745 Invesco Solar ETF shares in Q2 2017, an estimated $12K.
  • Madden Advisory Services first reported a position in Invesco Solar ETF in Q1 2017 and held it in 1 quarter.
  • Madden Advisory Services's Invesco Solar ETF position peaked at $12K in Q1 2017.
  • 60 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2017.

Based on Madden Advisory Services's 13F filing for Q2 2017, filed 11 Aug 2017.