MPCL
TAN icon

My Personal CFO LLC’s Invesco Solar ETF TAN Stock Holding History

My Personal CFO LLC’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
-26
Closed -$1.9K – 730
2022
Q4 		$1.9K Buy
+26
New +$1.96K ﹤0.01% 529

Other funds holding TAN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

My Personal CFO LLC's TAN Position: Q1 2023 in Review

My Personal CFO LLC sold out of Invesco Solar ETF (TAN) in Q1 2023, closing a stake of 26 shares — an estimated $1.9K sold.

My Personal CFO LLC first reported a position in TAN in Q4 2022 and held it in 1 quarter. The position peaked at $1.9K in Q4 2022. 318 funds tracked by Wall St. Rank hold TAN as of Q1 2023.

  • My Personal CFO LLC reported no remaining Invesco Solar ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 26 Invesco Solar ETF shares in Q1 2023, an estimated $1.9K.
  • My Personal CFO LLC first reported a position in Invesco Solar ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Invesco Solar ETF position peaked at $1.9K in Q4 2022.
  • 318 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.