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Professional Planning’s Invesco Solar ETF TAN Stock Holding History

Professional Planning’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
2021
Q3 		$240K Sell
3,007
-423
-12% -$35.6K 0.11% 116
2021
Q2 		$306K Sell
3,430
-580
-14% -$47.2K 0.14% 100
2021
Q1 		$367K Sell
4,010
-15
-0.4% -$1.58K 0.18% 84
2020
Q4 		$414K Buy
+4,025
New +$322K 0.17% 81

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Professional Planning's TAN Position: Q3 2021 in Review

Professional Planning reduced its Invesco Solar ETF (TAN) stake by 12% in Q3 2021, selling an estimated $35.6K and leaving 3,007 shares worth $240K. The position accounts for 0.11% of the portfolio, ranked #116.

Professional Planning first reported a position in TAN in Q4 2020 and has held it in 4 quarters since. The position peaked at $414K in Q4 2020. 307 funds tracked by Wall St. Rank hold TAN as of Q3 2021.

  • Professional Planning held 3,007 shares of Invesco Solar ETF worth $240K as of Q3 2021.
  • Professional Planning sold 423 Invesco Solar ETF shares in Q3 2021, an estimated $35.6K.
  • Invesco Solar ETF made up 0.11% of Professional Planning's portfolio in Q3 2021, its #116 holding.
  • Professional Planning first reported a position in Invesco Solar ETF in Q4 2020 and has held it in 4 quarters since.
  • Professional Planning's Invesco Solar ETF position peaked at $414K in Q4 2020.
  • 307 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.