Simplicity Solutions’s Invesco Solar ETF TAN Stock Holding History

Simplicity Solutions’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
2020 Q4	–	Sell	-7,383	Closed	-$478K	–	986
2020 Q3	$478K	Buy	+7,383	New	+$371K	0.01%	634

Other funds holding TAN

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Simplicity Solutions's TAN Position: Q4 2020 in Review

Simplicity Solutions sold out of Invesco Solar ETF (TAN) in Q4 2020, closing a stake of 7,383 shares — an estimated $478K sold.

Simplicity Solutions first reported a position in TAN in Q3 2020 and held it in 1 quarter. The position peaked at $478K in Q3 2020. 301 funds tracked by Wall St. Rank hold TAN as of Q4 2020.

Simplicity Solutions reported no remaining Invesco Solar ETF position as of Q4 2020 after selling out during the quarter.
Simplicity Solutions sold 7,383 Invesco Solar ETF shares in Q4 2020, an estimated $478K.
Simplicity Solutions first reported a position in Invesco Solar ETF in Q3 2020 and held it in 1 quarter.
Simplicity Solutions's Invesco Solar ETF position peaked at $478K in Q3 2020.
301 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2020.

Based on Simplicity Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.