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Moss Adams Wealth Advisors’s Invesco Solar ETF TAN Stock Holding History

Moss Adams Wealth Advisors’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
-470
Closed -$34.3K – 210
2022
Q4 		$34.3K Buy
+470
New +$35.4K 0.02% 130

Other funds holding TAN

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Clal Insurance
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Main Management ETF Advisors
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Moss Adams Wealth Advisors's TAN Position: Q1 2023 in Review

Moss Adams Wealth Advisors sold out of Invesco Solar ETF (TAN) in Q1 2023, closing a stake of 470 shares — an estimated $34.3K sold.

Moss Adams Wealth Advisors first reported a position in TAN in Q4 2022 and held it in 1 quarter. The position peaked at $34.3K in Q4 2022. 318 funds tracked by Wall St. Rank hold TAN as of Q1 2023.

  • Moss Adams Wealth Advisors reported no remaining Invesco Solar ETF position as of Q1 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 470 Invesco Solar ETF shares in Q1 2023, an estimated $34.3K.
  • Moss Adams Wealth Advisors first reported a position in Invesco Solar ETF in Q4 2022 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's Invesco Solar ETF position peaked at $34.3K in Q4 2022.
  • 318 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2023, filed 20 Dec 2023.