Personal Capital Advisors’s Invesco Solar ETF TAN Stock Holding History

Personal Capital 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
2022 Q4	$317K	Buy	4,351 +816	+23%	+$61.5K	﹤0.01%	372
2022 Q3	$260K	Buy	3,535 +367	+12%	+$29.6K	﹤0.01%	389
2022 Q2	$226K	Buy	3,168 +50	+2%	+$3.46K	﹤0.01%	410
2022 Q1	$235K	Sell	3,118 -923	-23%	-$63.8K	﹤0.01%	446
2021 Q4	$305K	Buy	4,041 +740	+22%	+$64.8K	﹤0.01%	437
2021 Q3	$264K	Buy	3,301 +340	+11%	+$28.6K	﹤0.01%	426
2021 Q2	$265K	Sell	2,961 -129	-4%	-$10.5K	﹤0.01%	417
2021 Q1	$284K	Buy	+3,090	New	+$325K	﹤0.01%	401

Other funds holding TAN

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

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

MMEA

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

MIH

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Personal Capital Advisors's TAN Position: Q4 2022 in Review

Personal Capital Advisors increased its Invesco Solar ETF (TAN) stake by 23% in Q4 2022, buying an estimated $61.5K and bringing the position to 4,351 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Personal Capital Advisors first reported a position in TAN in Q1 2021 and has held it in 8 quarters since. 339 funds tracked by Wall St. Rank hold TAN as of Q4 2022.

Personal Capital Advisors held 4,351 shares of Invesco Solar ETF worth $317K as of Q4 2022.
Personal Capital Advisors bought 816 Invesco Solar ETF shares in Q4 2022, an estimated $61.5K.
Invesco Solar ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #372 holding.
Personal Capital Advisors first reported a position in Invesco Solar ETF in Q1 2021 and has held it in 8 quarters since.
339 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.