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Mark Sheptoff Financial Planning’s Invesco Solar ETF TAN Stock Holding History

Mark Sheptoff Financial Planning’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
2021
Q2 		– Sell
-200
Closed -$18K – 428
2021
Q1 		$18K Sell
200
-570
-74% -$59.9K 0.01% 243
2020
Q4 		$79K Buy
+770
New +$61.6K 0.04% 139

Other funds holding TAN

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mark Sheptoff Financial Planning's TAN Position: Q2 2021 in Review

Mark Sheptoff Financial Planning sold out of Invesco Solar ETF (TAN) in Q2 2021, closing a stake of 200 shares — an estimated $18K sold.

Mark Sheptoff Financial Planning first reported a position in TAN in Q4 2020 and held it in 2 quarters. The position peaked at $79K in Q4 2020. 341 funds tracked by Wall St. Rank hold TAN as of Q2 2021.

  • Mark Sheptoff Financial Planning reported no remaining Invesco Solar ETF position as of Q2 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 Invesco Solar ETF shares in Q2 2021, an estimated $18K.
  • Mark Sheptoff Financial Planning first reported a position in Invesco Solar ETF in Q4 2020 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Invesco Solar ETF position peaked at $79K in Q4 2020.
  • 341 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2021, filed 12 Aug 2021.