Patriot Financial Group Insurance Agency’s Invesco Solar ETF TAN Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-13	Closed	-$1K	–	1788
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	1951
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	1978
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	2083
2021 Q3	$1K	Sell	13 -636	-98%	-$53.5K	﹤0.01%	2094
2021 Q2	$58K	Buy	649 +50	+8%	+$4.07K	0.01%	795
2021 Q1	$55K	Buy	599 +586	+4,508%	+$61.6K	0.01%	739
2020 Q4	$1K	Hold	13	–	–	﹤0.01%	1804
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	1609
2020 Q2	$0	Hold	13	–	–	﹤0.01%	1831
2020 Q1	$0	Hold	13	–	–	﹤0.01%	1728
2019 Q4	$0	Hold	13	–	–	﹤0.01%	1442
2019 Q3	$0	Hold	13	–	–	﹤0.01%	1456
2019 Q2	$1K	Hold	13	–	–	﹤0.01%	1334
2019 Q1	$0	Hold	13	–	–	﹤0.01%	1305
2018 Q4	$0	Hold	13	–	–	﹤0.01%	1106
2018 Q3	$1K	Buy	+13	New	+$287	﹤0.01%	946

Other funds holding TAN

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

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TAN Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Invesco Solar ETF (TAN) in Q3 2022, closing a stake of 13 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in TAN in Q3 2018 and held it in 16 quarters. The position peaked at $58K in Q2 2021. 319 funds tracked by Wall St. Rank hold TAN as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Invesco Solar ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 13 Invesco Solar ETF shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in Invesco Solar ETF in Q3 2018 and held it in 16 quarters.
Patriot Financial Group Insurance Agency's Invesco Solar ETF position peaked at $58K in Q2 2021.
319 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.