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Prospera Financial Services’s Invesco Solar ETF TAN Stock Holding History

Prospera Financial Services’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
-610
Closed -$46K – 2507
2022
Q1 		$46K Buy
+610
New +$42.2K ﹤0.01% 1415
2020
Q4 		– Sell
-10
Closed -$1K – 1473
2020
Q3 		$1K Buy
+10
New +$503 ﹤0.01% 1577

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DCM
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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

Prospera Financial Services's TAN Position: Q2 2022 in Review

Prospera Financial Services sold out of Invesco Solar ETF (TAN) in Q2 2022, closing a stake of 610 shares — an estimated $46K sold.

Prospera Financial Services first reported a position in TAN in Q3 2020 and held it in 2 quarters. The position peaked at $46K in Q1 2022. 302 funds tracked by Wall St. Rank hold TAN as of Q2 2022.

  • Prospera Financial Services reported no remaining Invesco Solar ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 610 Invesco Solar ETF shares in Q2 2022, an estimated $46K.
  • Prospera Financial Services first reported a position in Invesco Solar ETF in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's Invesco Solar ETF position peaked at $46K in Q1 2022.
  • 302 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.