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Proficio Capital Partners’s Invesco Solar ETF TAN Stock Holding History

Proficio Capital Partners’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
Q4 		– Sell
-5,080
Closed -$374K – 293
2022
Q3 		$374K Buy
+5,080
New +$410K 0.07% 153
2022
Q1 		– Sell
-14,850
Closed -$1.14M – 333
2021
Q4 		$1.14M Buy
+14,850
New +$1.3M 0.16% 87
2020
Q4 		– Sell
-4,540
Closed -$294K – 193
2020
Q3 		$294K Buy
+4,540
New +$228K 0.05% 128

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Proficio Capital Partners's TAN Position: Q4 2022 in Review

Proficio Capital Partners sold out of Invesco Solar ETF (TAN) in Q4 2022, closing a stake of 5,080 shares — an estimated $374K sold.

Proficio Capital Partners first reported a position in TAN in Q3 2020 and held it in 3 quarters. The position peaked at $1.14M in Q4 2021. 339 funds tracked by Wall St. Rank hold TAN as of Q4 2022.

  • Proficio Capital Partners reported no remaining Invesco Solar ETF position as of Q4 2022 after selling out during the quarter.
  • Proficio Capital Partners sold 5,080 Invesco Solar ETF shares in Q4 2022, an estimated $374K.
  • Proficio Capital Partners first reported a position in Invesco Solar ETF in Q3 2020 and held it in 3 quarters.
  • Proficio Capital Partners's Invesco Solar ETF position peaked at $1.14M in Q4 2021.
  • 339 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2022.

Based on Proficio Capital Partners's 13F filing for Q4 2022, filed 30 Jan 2023.