Phoenix Financial’s Invesco Solar ETF TAN Stock Holding History

Phoenix Financial’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
2023 Q1	–	Sell	-27,624	Closed	-$2.01M	–	336
2022 Q4	$2.01M	Sell	27,624 -22,810	-45%	-$1.72M	0.04%	137
2022 Q3	$3.71M	Buy	50,434 +11,968	+31%	+$966K	0.08%	108
2022 Q2	$2.75M	Buy	38,466 +738	+2%	+$51.1K	0.06%	140
2022 Q1	$2.85M	Buy	37,728 +22,163	+142%	+$1.53M	0.05%	167
2021 Q4	$1.2M	Buy	+15,565	New	+$1.36M	0.02%	235
2021 Q2	–	Sell	-115,180	Closed	-$10.6M	–	408
2021 Q1	$10.6M	Buy	+115,180	New	+$12.1M	0.24%	102

Other funds holding TAN

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

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

MMEA

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

MIH

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Phoenix Financial's TAN Position: Q1 2023 in Review

Phoenix Financial sold out of Invesco Solar ETF (TAN) in Q1 2023, closing a stake of 27,624 shares — an estimated $2.01M sold.

Phoenix Financial first reported a position in TAN in Q1 2021 and held it in 6 quarters. The position peaked at $10.6M in Q1 2021. 318 funds tracked by Wall St. Rank hold TAN as of Q1 2023.

Phoenix Financial reported no remaining Invesco Solar ETF position as of Q1 2023 after selling out during the quarter.
Phoenix Financial sold 27,624 Invesco Solar ETF shares in Q1 2023, an estimated $2.01M.
Phoenix Financial first reported a position in Invesco Solar ETF in Q1 2021 and held it in 6 quarters.
Phoenix Financial's Invesco Solar ETF position peaked at $10.6M in Q1 2021.
318 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2023.

Based on Phoenix Financial's 13F filing for Q1 2023, filed 11 May 2023.