MV Capital Management’s Invesco Solar ETF TAN Stock Holding History

MV Capital Management’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 Q2	–	Sell	-350	Closed	-$26K	–	711
2022 Q1	$26K	Hold	350	–	–	﹤0.01%	299
2021 Q4	$27K	Hold	350	–	–	﹤0.01%	277
2021 Q3	$28K	Hold	350	–	–	﹤0.01%	270
2021 Q2	$31K	Buy	+350	New	+$28.5K	0.01%	240

Other funds holding TAN

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

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

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

LMR Partners London, United Kingdom $26.8B AUM 68.38% 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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

MV Capital Management's TAN Position: Q2 2022 in Review

MV Capital Management sold out of Invesco Solar ETF (TAN) in Q2 2022, closing a stake of 350 shares — an estimated $26K sold.

MV Capital Management first reported a position in TAN in Q2 2021 and held it in 4 quarters. The position peaked at $31K in Q2 2021. 302 funds tracked by Wall St. Rank hold TAN as of Q2 2022.

MV Capital Management reported no remaining Invesco Solar ETF position as of Q2 2022 after selling out during the quarter.
MV Capital Management sold 350 Invesco Solar ETF shares in Q2 2022, an estimated $26K.
MV Capital Management first reported a position in Invesco Solar ETF in Q2 2021 and held it in 4 quarters.
MV Capital Management's Invesco Solar ETF position peaked at $31K in Q2 2021.
302 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2022.

Based on MV Capital Management's 13F filing for Q2 2022, filed 19 Jul 2022.