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Planning Capital Management Corporation’s Invesco Solar ETF TAN Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$23.9K Hold
554
– – 0.02% 267
2024
Q2 		$22.3K Hold
554
– – 0.02% 267
2024
Q1 		$25.1K Hold
554
– – 0.02% 251
2023
Q4 		$29.5K Buy
+554
New +$25.9K 0.02% 238

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National Bank of Canada
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Balyasny Asset Management
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MIH
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UBS Group
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LPL Financial
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KHLMVGHM
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Planning Capital Management Corporation's TAN Position: Q3 2024 in Review

Planning Capital Management Corporation held its Invesco Solar ETF (TAN) position steady in Q3 2024 at 554 shares worth $23.9K. The position accounts for 0.02% of the portfolio, ranked #267.

Planning Capital Management Corporation first reported a position in TAN in Q4 2023 and has held it in 4 quarters since. The position peaked at $29.5K in Q4 2023. 219 funds tracked by Wall St. Rank hold TAN as of Q3 2024.

  • Planning Capital Management Corporation held 554 shares of Invesco Solar ETF worth $23.9K as of Q3 2024.
  • Planning Capital Management Corporation left its Invesco Solar ETF share count unchanged in Q3 2024.
  • Invesco Solar ETF made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #267 holding.
  • Planning Capital Management Corporation first reported a position in Invesco Solar ETF in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Invesco Solar ETF position peaked at $29.5K in Q4 2023.
  • 219 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.