Parkside Advisors’s Invesco Solar ETF TAN Stock Holding History

Parkside 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
2021 Q1	–	Sell	-7,675	Closed	-$789K	–	70
2020 Q4	$789K	Hold	7,675	–	–	0.3%	33
2020 Q3	$497K	Hold	7,675	–	–	0.22%	37
2020 Q2	$277K	Buy	+7,675	New	+$243K	0.13%	52
2020 Q1	–	Sell	-7,675	Closed	-$236K	–	72
2019 Q4	$236K	Hold	7,675	–	–	0.11%	60
2019 Q3	$225K	Hold	7,675	–	–	0.12%	57
2019 Q2	$217K	Buy	+7,675	New	+$199K	0.12%	58

Other funds holding TAN

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Parkside Advisors's TAN Position: Q1 2021 in Review

Parkside Advisors sold out of Invesco Solar ETF (TAN) in Q1 2021, closing a stake of 7,675 shares — an estimated $789K sold.

Parkside Advisors first reported a position in TAN in Q2 2019 and held it in 6 quarters. The position peaked at $789K in Q4 2020. 308 funds tracked by Wall St. Rank hold TAN as of Q1 2021.

Parkside Advisors reported no remaining Invesco Solar ETF position as of Q1 2021 after selling out during the quarter.
Parkside Advisors sold 7,675 Invesco Solar ETF shares in Q1 2021, an estimated $789K.
Parkside Advisors first reported a position in Invesco Solar ETF in Q2 2019 and held it in 6 quarters.
Parkside Advisors's Invesco Solar ETF position peaked at $789K in Q4 2020.
308 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2021.

Based on Parkside Advisors's 13F filing for Q1 2021, filed 9 Apr 2021.