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

Nations 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
2022
Q4 		– Sell
-2,813
Closed -$207K – 624
2022
Q3 		$207K Buy
+2,813
New +$227K 0.03% 492
2022
Q1 		– Sell
-3,200
Closed -$246K – 562
2021
Q4 		$246K Sell
3,200
-127
-4% -$11.1K 0.03% 426
2021
Q3 		$266K Buy
3,327
+300
+10% +$25.2K 0.04% 385
2021
Q2 		$270K Sell
3,027
-85
-3% -$6.91K 0.05% 348
2021
Q1 		$286K Buy
3,112
+600
+24% +$63.1K 0.07% 294
2020
Q4 		$258K Buy
+2,512
New +$201K 0.07% 283

Other funds holding TAN

CI
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Nations Financial Group's TAN Position: Q4 2022 in Review

Nations Financial Group sold out of Invesco Solar ETF (TAN) in Q4 2022, closing a stake of 2,813 shares — an estimated $207K sold.

Nations Financial Group first reported a position in TAN in Q4 2020 and held it in 6 quarters. The position peaked at $286K in Q1 2021. 339 funds tracked by Wall St. Rank hold TAN as of Q4 2022.

  • Nations Financial Group reported no remaining Invesco Solar ETF position as of Q4 2022 after selling out during the quarter.
  • Nations Financial Group sold 2,813 Invesco Solar ETF shares in Q4 2022, an estimated $207K.
  • Nations Financial Group first reported a position in Invesco Solar ETF in Q4 2020 and held it in 6 quarters.
  • Nations Financial Group's Invesco Solar ETF position peaked at $286K in Q1 2021.
  • 339 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2022.

Based on Nations Financial Group's 13F filing for Q4 2022, filed 7 Feb 2023.