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Purus Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Purus Wealth Management’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
2024
Q2 		– Sell
-8,125
Closed -$369K – 118
2024
Q1 		$369K Sell
8,125
-566
-7% -$25.2K 0.18% 76
2023
Q4 		$464K Sell
8,691
-455
-5% -$21.3K 0.27% 70
2023
Q3 		$474K Sell
9,146
-35
-0.4% -$2.15K 0.32% 59
2023
Q2 		$656K Sell
9,181
-1,740
-16% -$126K 0.43% 50
2023
Q1 		$848K Sell
10,921
-212
-2% -$16.2K 0.67% 37
2022
Q4 		$812K Sell
11,133
-42
-0.4% -$3.17K 0.74% 35
2022
Q3 		$823K Sell
11,175
-162
-1% -$13.1K 0.76% 33
2022
Q2 		$809K Sell
11,337
-88
-0.8% -$6.09K 0.72% 34
2022
Q1 		$862K Sell
11,425
-591
-5% -$40.8K 0.6% 40
2021
Q4 		$925K Buy
12,016
+6,529
+119% +$572K 0.58% 43
2021
Q3 		$439K Buy
5,487
+92
+2% +$7.74K 0.3% 60
2021
Q2 		$482K Sell
5,395
-437
-7% -$35.5K 0.35% 57
2021
Q1 		$535K Buy
5,832
+1,114
+24% +$117K 0.45% 51
2020
Q4 		$485K Buy
+4,718
New +$378K 0.43% 47

Other funds holding TAN

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Purus Wealth Management's TAN Position: Q2 2024 in Review

Purus Wealth Management sold out of Invesco Solar ETF (TAN) in Q2 2024, closing a stake of 8,125 shares — an estimated $369K sold.

Purus Wealth Management first reported a position in TAN in Q4 2020 and held it in 14 quarters. The position peaked at $925K in Q4 2021. 234 funds tracked by Wall St. Rank hold TAN as of Q2 2024.

  • Purus Wealth Management reported no remaining Invesco Solar ETF position as of Q2 2024 after selling out during the quarter.
  • Purus Wealth Management sold 8,125 Invesco Solar ETF shares in Q2 2024, an estimated $369K.
  • Purus Wealth Management first reported a position in Invesco Solar ETF in Q4 2020 and held it in 14 quarters.
  • Purus Wealth Management's Invesco Solar ETF position peaked at $925K in Q4 2021.
  • 234 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2024.

Based on Purus Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.