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Sowell Financial Services’s Invesco Solar ETF TAN Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-3,263
Closed -$243K – 2465
2021
Q1 		$243K Sell
3,263
-2,026
-38% -$213K 0.01% 939
2020
Q4 		$544K Buy
+5,289
New +$423K 0.02% 498

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sowell Financial Services's TAN Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco Solar ETF (TAN) in Q2 2021, closing a stake of 3,263 shares — an estimated $243K sold.

Sowell Financial Services first reported a position in TAN in Q4 2020 and held it in 2 quarters. The position peaked at $544K in Q4 2020. 341 funds tracked by Wall St. Rank hold TAN as of Q2 2021.

  • Sowell Financial Services reported no remaining Invesco Solar ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3,263 Invesco Solar ETF shares in Q2 2021, an estimated $243K.
  • Sowell Financial Services first reported a position in Invesco Solar ETF in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's Invesco Solar ETF position peaked at $544K in Q4 2020.
  • 341 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.