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Sightline Wealth Advisors’s Invesco Solar ETF TAN Stock Holding History

Sightline Wealth Advisors’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
Q1 		– Sell
-2,859
Closed -$223K – 59
2021
Q4 		$223K Buy
+2,859
New +$251K 0.2% 46

Other funds holding TAN

Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sightline Wealth Advisors's TAN Position: Q1 2022 in Review

Sightline Wealth Advisors sold out of Invesco Solar ETF (TAN) in Q1 2022, closing a stake of 2,859 shares — an estimated $223K sold.

Sightline Wealth Advisors first reported a position in TAN in Q4 2021 and held it in 1 quarter. The position peaked at $223K in Q4 2021. 319 funds tracked by Wall St. Rank hold TAN as of Q1 2022.

  • Sightline Wealth Advisors reported no remaining Invesco Solar ETF position as of Q1 2022 after selling out during the quarter.
  • Sightline Wealth Advisors sold 2,859 Invesco Solar ETF shares in Q1 2022, an estimated $223K.
  • Sightline Wealth Advisors first reported a position in Invesco Solar ETF in Q4 2021 and held it in 1 quarter.
  • Sightline Wealth Advisors's Invesco Solar ETF position peaked at $223K in Q4 2021.
  • 319 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2022.

Based on Sightline Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.