Money Concepts Capital’s Invesco Solar ETF TAN Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-975	Closed	-$71.1K	–	2619
2022 Q4	$71.1K	Buy	+975	New	+$73.5K	﹤0.01%	1113
2022 Q3	–	Sell	-214	Closed	-$15K	–	1663
2022 Q2	$15K	Sell	214 -941	-81%	-$65.2K	﹤0.01%	955
2022 Q1	$87K	Buy	1,155 +860	+292%	+$59.4K	﹤0.01%	1041
2021 Q4	$23K	Buy	+295	New	+$25.9K	﹤0.01%	643
2021 Q1	$313K	Buy	3,410 +1,338	+65%	+$141K	0.03%	403
2020 Q4	$213K	Buy	+2,072	New	+$166K	0.02%	402

Other funds holding TAN

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Money Concepts Capital's TAN Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco Solar ETF (TAN) in Q1 2023, closing a stake of 975 shares — an estimated $71.1K sold.

Money Concepts Capital first reported a position in TAN in Q4 2020 and held it in 6 quarters. The position peaked at $313K in Q1 2021. 318 funds tracked by Wall St. Rank hold TAN as of Q1 2023.

Money Concepts Capital reported no remaining Invesco Solar ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 975 Invesco Solar ETF shares in Q1 2023, an estimated $71.1K.
Money Concepts Capital first reported a position in Invesco Solar ETF in Q4 2020 and held it in 6 quarters.
Money Concepts Capital's Invesco Solar ETF position peaked at $313K in Q1 2021.
318 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.