Orion Portfolio Solutions’s Invesco Solar ETF TAN Stock Holding History

Orion Portfolio Solutions’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	-3,497	Closed	-$255K	–	1609
2022 Q4	$255K	Sell	3,497 -682	-16%	-$51.4K	0.01%	708
2022 Q3	$308K	Buy	+4,179	New	+$337K	0.01%	563
2022 Q1	–	Sell	-3,627	Closed	-$279K	–	758
2021 Q4	$279K	Sell	3,627 -678	-16%	-$59.4K	0.01%	594
2021 Q3	$344K	Buy	4,305 +813	+23%	+$68.4K	0.01%	494
2021 Q2	$312K	Buy	3,492 +940	+37%	+$76.5K	0.01%	480
2021 Q1	$234K	Buy	+2,552	New	+$268K	0.01%	491
2020 Q1	–	Sell	-660	Closed	-$20K	–	2291
2019 Q4	$20K	Buy	+660	New	+$19.1K	﹤0.01%	777

Other funds holding TAN

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Orion Portfolio Solutions's TAN Position: Q1 2023 in Review

Orion Portfolio Solutions sold out of Invesco Solar ETF (TAN) in Q1 2023, closing a stake of 3,497 shares — an estimated $255K sold.

Orion Portfolio Solutions first reported a position in TAN in Q4 2019 and held it in 7 quarters. The position peaked at $344K in Q3 2021. 318 funds tracked by Wall St. Rank hold TAN as of Q1 2023.

Orion Portfolio Solutions reported no remaining Invesco Solar ETF position as of Q1 2023 after selling out during the quarter.
Orion Portfolio Solutions sold 3,497 Invesco Solar ETF shares in Q1 2023, an estimated $255K.
Orion Portfolio Solutions first reported a position in Invesco Solar ETF in Q4 2019 and held it in 7 quarters.
Orion Portfolio Solutions's Invesco Solar ETF position peaked at $344K in Q3 2021.
318 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2023.

Based on Orion Portfolio Solutions's 13F filing for Q1 2023, filed 15 May 2023.