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

Monumental 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
2023 Q2	–	Sell	-308	Closed	-$24K	–	79
2023 Q1	$24K	Buy	+308	New	+$23.6K	0.02%	67
2022 Q2	–	Sell	-308	Closed	-$23K	–	61
2022 Q1	$23K	Buy	+308	New	+$21.3K	0.02%	40
2021 Q3	–	Sell	-885	Closed	-$79K	–	82
2021 Q2	$79K	Buy	+885	New	+$72K	0.07%	37

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

MIH

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

LMR Partners London, United Kingdom $26.8B AUM 68.38% 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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Monumental Financial Group's TAN Position: Q2 2023 in Review

Monumental Financial Group sold out of Invesco Solar ETF (TAN) in Q2 2023, closing a stake of 308 shares — an estimated $24K sold.

Monumental Financial Group first reported a position in TAN in Q2 2021 and held it in 3 quarters. The position peaked at $79K in Q2 2021. 294 funds tracked by Wall St. Rank hold TAN as of Q2 2023.

Monumental Financial Group reported no remaining Invesco Solar ETF position as of Q2 2023 after selling out during the quarter.
Monumental Financial Group sold 308 Invesco Solar ETF shares in Q2 2023, an estimated $24K.
Monumental Financial Group first reported a position in Invesco Solar ETF in Q2 2021 and held it in 3 quarters.
Monumental Financial Group's Invesco Solar ETF position peaked at $79K in Q2 2021.
294 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.