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Private Wealth Advisors (California)’s Invesco Solar ETF TAN Stock Holding History

Private Wealth Advisors (California)’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
-11,362
Closed -$857K – 99
2022
Q1 		$857K Buy
11,362
+1,606
+16% +$111K 0.27% 54
2021
Q4 		$751K Sell
9,756
-1,826
-16% -$160K 0.16% 64
2021
Q3 		$1.05M Buy
11,582
+1,708
+17% +$144K 0.25% 68
2021
Q2 		$882K Buy
9,874
+3,054
+45% +$248K 0.27% 58
2021
Q1 		$626K Buy
+6,820
New +$717K 0.21% 58

Other funds holding TAN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Private Wealth Advisors (California)'s TAN Position: Q2 2022 in Review

Private Wealth Advisors (California) sold out of Invesco Solar ETF (TAN) in Q2 2022, closing a stake of 11,362 shares — an estimated $857K sold.

Private Wealth Advisors (California) first reported a position in TAN in Q1 2021 and held it in 5 quarters. The position peaked at $1.05M in Q3 2021. 302 funds tracked by Wall St. Rank hold TAN as of Q2 2022.

  • Private Wealth Advisors (California) reported no remaining Invesco Solar ETF position as of Q2 2022 after selling out during the quarter.
  • Private Wealth Advisors (California) sold 11,362 Invesco Solar ETF shares in Q2 2022, an estimated $857K.
  • Private Wealth Advisors (California) first reported a position in Invesco Solar ETF in Q1 2021 and held it in 5 quarters.
  • Private Wealth Advisors (California)'s Invesco Solar ETF position peaked at $1.05M in Q3 2021.
  • 302 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2022.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2022, filed 15 Aug 2022.