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PPWM
PFG Private Wealth Management’s
Invesco Solar ETF
TAN
Stock Holding History
PFG Private Wealth Management’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
2025
Q2
–
Sell
-145
Closed
-$4.42K
–
230
2025
Q1
$4.42K
Hold
145
–
–
﹤0.01%
180
2024
Q4
$4.8K
Hold
145
–
–
﹤0.01%
155
2024
Q3
$6.25K
Hold
145
–
–
﹤0.01%
152
2024
Q2
$5.83K
Hold
145
–
–
﹤0.01%
150
2024
Q1
$6.58K
Hold
145
–
–
﹤0.01%
145
2023
Q4
$7.74K
Hold
145
–
–
0.01%
146
2023
Q3
$7.51K
Hold
145
–
–
0.01%
196
2023
Q2
$10.4K
Hold
145
–
–
0.01%
210
2023
Q1
$11.3K
Hold
145
–
–
0.01%
198
2022
Q4
$11K
Hold
145
–
–
0.01%
187
2022
Q3
$11K
Hold
145
–
–
0.01%
187
2022
Q2
$10K
Hold
145
–
–
0.01%
198
2022
Q1
$11K
Hold
145
–
–
0.01%
201
2021
Q4
$11K
Hold
145
–
–
0.01%
195
2021
Q3
$12K
Buy
+145
New
+$12.2K
0.01%
188
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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