OneDigital Investment Advisors’s Invesco Solar ETF TAN Stock Holding History

OneDigital Investment 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
2022 Q4	–	Sell	-3,505	Closed	-$258K	–	854
2022 Q3	$258K	Buy	+3,505	New	+$283K	0.01%	642
2022 Q2	–	Sell	-2,834	Closed	-$214K	–	787
2022 Q1	$214K	Buy	2,834 +92	+3%	+$6.36K	0.01%	685
2021 Q4	$211K	Buy	+2,742	New	+$240K	0.01%	710
2019 Q3	–	Sell	-150	Closed	-$4K	–	1083
2019 Q2	$4K	Hold	150	–	–	﹤0.01%	1083
2019 Q1	$3K	Hold	150	–	–	﹤0.01%	1039
2018 Q4	$3K	Buy	+150	New	+$2.96K	﹤0.01%	1016
2018 Q3	–	Sell	-150	Closed	-$3K	–	1223
2018 Q2	$3K	Hold	150	–	–	﹤0.01%	1234
2018 Q1	$4K	Hold	150	–	–	﹤0.01%	1198
2017 Q4	$4K	Hold	150	–	–	﹤0.01%	1119
2017 Q3	$3K	Hold	150	–	–	﹤0.01%	958
2017 Q2	$3K	Buy	+150	New	+$2.72K	﹤0.01%	1131

Other funds holding TAN

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

OneDigital Investment Advisors's TAN Position: Q4 2022 in Review

OneDigital Investment Advisors sold out of Invesco Solar ETF (TAN) in Q4 2022, closing a stake of 3,505 shares — an estimated $258K sold.

OneDigital Investment Advisors first reported a position in TAN in Q2 2017 and held it in 11 quarters. The position peaked at $258K in Q3 2022. 339 funds tracked by Wall St. Rank hold TAN as of Q4 2022.

OneDigital Investment Advisors reported no remaining Invesco Solar ETF position as of Q4 2022 after selling out during the quarter.
OneDigital Investment Advisors sold 3,505 Invesco Solar ETF shares in Q4 2022, an estimated $258K.
OneDigital Investment Advisors first reported a position in Invesco Solar ETF in Q2 2017 and held it in 11 quarters.
OneDigital Investment Advisors's Invesco Solar ETF position peaked at $258K in Q3 2022.
339 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2022.

Based on OneDigital Investment Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.