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Sigma Planning Corp’s Invesco Solar ETF TAN Stock Holding History

Sigma Planning Corp’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 		– Sell
-4,914
Closed -$254K – 1142
2023
Q3 		$254K Buy
4,914
+452
+10% +$27.8K 0.01% 994
2023
Q2 		$319K Sell
4,462
-687
-13% -$49.6K 0.01% 912
2023
Q1 		$400K Sell
5,149
-337
-6% -$25.8K 0.01% 892
2022
Q4 		$400K Sell
5,486
-558
-9% -$42K 0.01% 855
2022
Q3 		$445K Sell
6,044
-670
-10% -$54.1K 0.02% 779
2022
Q2 		$479K Sell
6,714
-1,060
-14% -$73.4K 0.02% 771
2022
Q1 		$587K Sell
7,774
-1,087
-12% -$75.1K 0.02% 775
2021
Q4 		$682K Sell
8,861
-1,001
-10% -$87.7K 0.02% 702
2021
Q3 		$788K Sell
9,862
-3,804
-28% -$320K 0.02% 633
2021
Q2 		$1.22M Sell
13,666
-31,486
-70% -$2.56M 0.04% 485
2021
Q1 		$4.14M Buy
45,152
+2,457
+6% +$258K 0.13% 186
2020
Q4 		$4.39M Buy
42,695
+30,692
+256% +$2.46M 0.15% 151
2020
Q3 		$778K Buy
+12,003
New +$603K 0.03% 470

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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

Sigma Planning Corp's TAN Position: Q4 2023 in Review

Sigma Planning Corp sold out of Invesco Solar ETF (TAN) in Q4 2023, closing a stake of 4,914 shares — an estimated $254K sold.

Sigma Planning Corp first reported a position in TAN in Q3 2020 and held it in 13 quarters. The position peaked at $4.39M in Q4 2020. 286 funds tracked by Wall St. Rank hold TAN as of Q4 2023.

  • Sigma Planning Corp reported no remaining Invesco Solar ETF position as of Q4 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 4,914 Invesco Solar ETF shares in Q4 2023, an estimated $254K.
  • Sigma Planning Corp first reported a position in Invesco Solar ETF in Q3 2020 and held it in 13 quarters.
  • Sigma Planning Corp's Invesco Solar ETF position peaked at $4.39M in Q4 2020.
  • 286 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.