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RPg Family Wealth Advisory’s Invesco Solar ETF TAN Stock Holding History

RPg Family Wealth Advisory’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
-150
Closed -$11.3K – 288
2022
Q1 		$11.3K Hold
150
– – ﹤0.01% 248
2021
Q4 		$11.5K Hold
150
– – ﹤0.01% 262
2021
Q3 		$12K Hold
150
– – 0.01% 264
2021
Q2 		$13.4K Buy
+150
New +$12.2K 0.01% 257

Other funds holding TAN

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
Discovery Capital Management
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
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
Clal Insurance
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LMR Partners
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
Meitav Investment House
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

RPg Family Wealth Advisory's TAN Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Invesco Solar ETF (TAN) in Q2 2022, closing a stake of 150 shares — an estimated $11.3K sold.

RPg Family Wealth Advisory first reported a position in TAN in Q2 2021 and held it in 4 quarters. The position peaked at $13.4K in Q2 2021. 302 funds tracked by Wall St. Rank hold TAN as of Q2 2022.

  • RPg Family Wealth Advisory reported no remaining Invesco Solar ETF position as of Q2 2022 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 150 Invesco Solar ETF shares in Q2 2022, an estimated $11.3K.
  • RPg Family Wealth Advisory first reported a position in Invesco Solar ETF in Q2 2021 and held it in 4 quarters.
  • RPg Family Wealth Advisory's Invesco Solar ETF position peaked at $13.4K in Q2 2021.
  • 302 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.