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Provence Wealth Management Group’s Invesco Solar ETF TAN Stock Holding History

Provence Wealth Management Group’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
2023
Q4 		$2.94K Sell
55
-50
-48% -$2.34K ﹤0.01% 387
2023
Q3 		$5.44K Buy
+105
New +$6.46K ﹤0.01% 347

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Provence Wealth Management Group's TAN Position: Q4 2023 in Review

Provence Wealth Management Group reduced its Invesco Solar ETF (TAN) stake by 48% in Q4 2023, selling an estimated $2.34K and leaving 55 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Provence Wealth Management Group first reported a position in TAN in Q3 2023 and has held it in 2 quarters since. The position peaked at $5.44K in Q3 2023. 286 funds tracked by Wall St. Rank hold TAN as of Q4 2023.

  • Provence Wealth Management Group held 55 shares of Invesco Solar ETF worth $2.94K as of Q4 2023.
  • Provence Wealth Management Group sold 50 Invesco Solar ETF shares in Q4 2023, an estimated $2.34K.
  • Invesco Solar ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #387 holding.
  • Provence Wealth Management Group first reported a position in Invesco Solar ETF in Q3 2023 and has held it in 2 quarters since.
  • Provence Wealth Management Group's Invesco Solar ETF position peaked at $5.44K in Q3 2023.
  • 286 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.