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Magnus Financial Group’s Invesco Solar ETF TAN Stock Holding History

Magnus Financial Group’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
2022
Q3 		– Sell
-7,868
Closed -$562K – 286
2022
Q2 		$562K Buy
7,868
+155
+2% +$10.7K 0.1% 141
2022
Q1 		$582K Buy
+7,713
New +$533K 0.1% 148
2021
Q4 		– Sell
-6,965
Closed -$557K – 274
2021
Q3 		$557K Buy
6,965
+265
+4% +$22.3K 0.12% 119
2021
Q2 		$599K Buy
6,700
+3,830
+133% +$312K 0.13% 103
2021
Q1 		$263K Sell
2,870
-300
-9% -$31.5K 0.06% 185
2020
Q4 		$326K Sell
3,170
-1,200
-27% -$96.1K 0.03% 202
2020
Q3 		$283K Buy
+4,370
New +$220K 0.03% 203

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Magnus Financial Group's TAN Position: Q3 2022 in Review

Magnus Financial Group sold out of Invesco Solar ETF (TAN) in Q3 2022, closing a stake of 7,868 shares — an estimated $562K sold.

Magnus Financial Group first reported a position in TAN in Q3 2020 and held it in 7 quarters. The position peaked at $599K in Q2 2021. 319 funds tracked by Wall St. Rank hold TAN as of Q3 2022.

  • Magnus Financial Group reported no remaining Invesco Solar ETF position as of Q3 2022 after selling out during the quarter.
  • Magnus Financial Group sold 7,868 Invesco Solar ETF shares in Q3 2022, an estimated $562K.
  • Magnus Financial Group first reported a position in Invesco Solar ETF in Q3 2020 and held it in 7 quarters.
  • Magnus Financial Group's Invesco Solar ETF position peaked at $599K in Q2 2021.
  • 319 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2022.

Based on Magnus Financial Group's 13F filing for Q3 2022, filed 9 Nov 2022.