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Montag & Associates’s Invesco Solar ETF TAN Stock Holding History

Montag & Associates’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
Q1 		– Sell
-7
Closed -$1K – 887
2021
Q4 		$1K Hold
7
– – ﹤0.01% 849
2021
Q3 		$1K Hold
7
– – ﹤0.01% 858
2021
Q2 		$1K Hold
7
– – ﹤0.01% 850
2021
Q1 		$1K Buy
+7
New +$736 ﹤0.01% 850

Other funds holding TAN

Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Montag & Associates's TAN Position: Q1 2022 in Review

Montag & Associates sold out of Invesco Solar ETF (TAN) in Q1 2022, closing a stake of 7 shares — an estimated $1K sold.

Montag & Associates first reported a position in TAN in Q1 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 319 funds tracked by Wall St. Rank hold TAN as of Q1 2022.

  • Montag & Associates reported no remaining Invesco Solar ETF position as of Q1 2022 after selling out during the quarter.
  • Montag & Associates sold 7 Invesco Solar ETF shares in Q1 2022, an estimated $1K.
  • Montag & Associates first reported a position in Invesco Solar ETF in Q1 2021 and held it in 4 quarters.
  • Montag & Associates's Invesco Solar ETF position peaked at $1K in Q4 2021.
  • 319 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2022.

Based on Montag & Associates's 13F filing for Q1 2022, filed 2 May 2022.