Spectrum Wealth Advisory Group’s Invesco Solar ETF TAN Stock Holding History

Spectrum Wealth Advisory Group’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 Q4	–	Sell	-21,679	Closed	-$1.73M	–	50
2021 Q3	$1.73M	Buy	21,679 +1,214	+6%	+$102K	1.71%	17
2021 Q2	$1.83M	Buy	20,465 +13,619	+199%	+$1.11M	1.79%	18
2021 Q1	$628K	Buy	+6,846	New	+$719K	0.6%	25

Other funds holding TAN

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

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

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

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

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

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Spectrum Wealth Advisory Group's TAN Position: Q4 2021 in Review

Spectrum Wealth Advisory Group sold out of Invesco Solar ETF (TAN) in Q4 2021, closing a stake of 21,679 shares — an estimated $1.73M sold.

Spectrum Wealth Advisory Group first reported a position in TAN in Q1 2021 and held it in 3 quarters. The position peaked at $1.83M in Q2 2021. 331 funds tracked by Wall St. Rank hold TAN as of Q4 2021.

Spectrum Wealth Advisory Group reported no remaining Invesco Solar ETF position as of Q4 2021 after selling out during the quarter.
Spectrum Wealth Advisory Group sold 21,679 Invesco Solar ETF shares in Q4 2021, an estimated $1.73M.
Spectrum Wealth Advisory Group first reported a position in Invesco Solar ETF in Q1 2021 and held it in 3 quarters.
Spectrum Wealth Advisory Group's Invesco Solar ETF position peaked at $1.83M in Q2 2021.
331 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2021.

Based on Spectrum Wealth Advisory Group's 13F filing for Q4 2021, filed 10 Feb 2022.