Pathway Financial Advisors’s Invesco Solar ETF TAN Stock Holding History

Pathway Financial 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
2018 Q3	–	Sell	-420	Closed	-$10K	–	349
2018 Q2	$10K	Hold	420	–	–	0.01%	369
2018 Q1	$10K	Hold	420	–	–	0.01%	379
2017 Q4	$11K	Buy	+420	New	+$10K	0.01%	383

Other funds holding TAN

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Pathway Financial Advisors's TAN Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Invesco Solar ETF (TAN) in Q3 2018, closing a stake of 420 shares — an estimated $10K sold.

Pathway Financial Advisors first reported a position in TAN in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q4 2017. 76 funds tracked by Wall St. Rank hold TAN as of Q3 2018.

Pathway Financial Advisors reported no remaining Invesco Solar ETF position as of Q3 2018 after selling out during the quarter.
Pathway Financial Advisors sold 420 Invesco Solar ETF shares in Q3 2018, an estimated $10K.
Pathway Financial Advisors first reported a position in Invesco Solar ETF in Q4 2017 and held it in 3 quarters.
Pathway Financial Advisors's Invesco Solar ETF position peaked at $11K in Q4 2017.
76 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.