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Paradigm Strategies in Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Paradigm Strategies in Wealth 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
2021
Q3 		– Sell
-229
Closed -$20K – 211
2021
Q2 		$20K Buy
+229
New +$18.6K 0.02% 134

Other funds holding TAN

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Paradigm Strategies in Wealth Management's TAN Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Invesco Solar ETF (TAN) in Q3 2021, closing a stake of 229 shares — an estimated $20K sold.

Paradigm Strategies in Wealth Management first reported a position in TAN in Q2 2021 and held it in 1 quarter. The position peaked at $20K in Q2 2021. 307 funds tracked by Wall St. Rank hold TAN as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Invesco Solar ETF position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 229 Invesco Solar ETF shares in Q3 2021, an estimated $20K.
  • Paradigm Strategies in Wealth Management first reported a position in Invesco Solar ETF in Q2 2021 and held it in 1 quarter.
  • Paradigm Strategies in Wealth Management's Invesco Solar ETF position peaked at $20K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.