Seaview Investment Managers’s Invesco Solar ETF TAN Stock Holding History

Seaview Investment Managers’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 Q2	–	Sell	-25,053	Closed	-$1.94M	–	121
2023 Q1	$1.94M	Sell	25,053 -1,789	-7%	-$137K	0.67%	46
2022 Q4	$1.96M	Sell	26,842 -64	-0.2%	-$4.82K	0.78%	42
2022 Q3	$1.98M	Buy	26,906 +22,341	+489%	+$1.8M	0.81%	36
2022 Q2	$327K	Hold	4,565	–	–	0.15%	69
2022 Q1	$345K	Buy	4,565 +133	+3%	+$9.19K	0.12%	76
2021 Q4	$340K	Sell	4,432 -301	-6%	-$26.4K	0.12%	72
2021 Q3	$379K	Sell	4,733 -12,329	-72%	-$1.04M	0.18%	74
2021 Q2	$1.52M	Buy	17,062 +4,282	+34%	+$348K	0.78%	34
2021 Q1	$1.17M	Buy	12,780 +906	+8%	+$95.2K	0.86%	34
2020 Q4	$1.22M	Buy	11,874 +9,005	+314%	+$721K	0.86%	35
2020 Q3	$197K	Buy	+2,869	New	+$144K	0.18%	41

Other funds holding TAN

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

LMR Partners London, United Kingdom $26.8B AUM 68.38% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Seaview Investment Managers's TAN Position: Q2 2023 in Review

Seaview Investment Managers sold out of Invesco Solar ETF (TAN) in Q2 2023, closing a stake of 25,053 shares — an estimated $1.94M sold.

Seaview Investment Managers first reported a position in TAN in Q3 2020 and held it in 11 quarters. The position peaked at $1.98M in Q3 2022. 294 funds tracked by Wall St. Rank hold TAN as of Q2 2023.

Seaview Investment Managers reported no remaining Invesco Solar ETF position as of Q2 2023 after selling out during the quarter.
Seaview Investment Managers sold 25,053 Invesco Solar ETF shares in Q2 2023, an estimated $1.94M.
Seaview Investment Managers first reported a position in Invesco Solar ETF in Q3 2020 and held it in 11 quarters.
Seaview Investment Managers's Invesco Solar ETF position peaked at $1.98M in Q3 2022.
294 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2023.

Based on Seaview Investment Managers's 13F filing for Q2 2023, filed 10 Aug 2023.