Personal Wealth Partners’s Invesco Solar ETF TAN Stock Holding History

Personal Wealth Partners’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 Q2	–	Sell	-15,005	Closed	-$1.13M	–	59
2022 Q1	$1.13M	Hold	15,005	–	–	0.49%	26
2021 Q4	$1.16M	Hold	15,005	–	–	0.48%	27
2021 Q3	$1.2M	Hold	15,005	–	–	0.51%	28
2021 Q2	$1.34M	Hold	15,005	–	–	0.54%	25
2021 Q1	$1.38M	Hold	15,005	–	–	0.62%	25
2020 Q4	$1.54M	Hold	15,005	–	–	0.72%	19
2020 Q3	$972K	Hold	15,005	–	–	0.51%	21
2020 Q2	$542K	Hold	15,005	–	–	0.3%	34
2020 Q1	$379K	Buy	15,005 +7,705	+106%	+$251K	0.23%	41
2019 Q4	$225K	Buy	7,300 +3,650	+100%	+$106K	0.1%	60
2019 Q3	$107K	Hold	3,650	–	–	0.05%	99
2019 Q2	$103K	Buy	+3,650	New	+$94.4K	0.05%	87

Other funds holding TAN

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

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

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

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

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

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Personal Wealth Partners's TAN Position: Q2 2022 in Review

Personal Wealth Partners sold out of Invesco Solar ETF (TAN) in Q2 2022, closing a stake of 15,005 shares — an estimated $1.13M sold.

Personal Wealth Partners first reported a position in TAN in Q2 2019 and held it in 12 quarters. The position peaked at $1.54M in Q4 2020. 303 funds tracked by Wall St. Rank hold TAN as of Q2 2022.

Personal Wealth Partners reported no remaining Invesco Solar ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 15,005 Invesco Solar ETF shares in Q2 2022, an estimated $1.13M.
Personal Wealth Partners first reported a position in Invesco Solar ETF in Q2 2019 and held it in 12 quarters.
Personal Wealth Partners's Invesco Solar ETF position peaked at $1.54M in Q4 2020.
303 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.