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Stamos Capital Partners’s Invesco Solar ETF TAN Stock Holding History

Stamos Capital Partners’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
-6,470
Closed -$517K – 62
2021
Q3 		$517K Buy
6,470
+240
+4% +$20.2K 0.29% 41
2021
Q2 		$557K Buy
6,230
+2,330
+60% +$190K 0.29% 41
2021
Q1 		$358K Hold
3,900
– – 0.18% 46
2020
Q4 		$401K Buy
+3,900
New +$312K 0.17% 49

Other funds holding TAN

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Morgan Stanley New York $1.89T AUM 35.08% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stamos Capital Partners's TAN Position: Q4 2021 in Review

Stamos Capital Partners sold out of Invesco Solar ETF (TAN) in Q4 2021, closing a stake of 6,470 shares — an estimated $517K sold.

Stamos Capital Partners first reported a position in TAN in Q4 2020 and held it in 4 quarters. The position peaked at $557K in Q2 2021. 331 funds tracked by Wall St. Rank hold TAN as of Q4 2021.

  • Stamos Capital Partners reported no remaining Invesco Solar ETF position as of Q4 2021 after selling out during the quarter.
  • Stamos Capital Partners sold 6,470 Invesco Solar ETF shares in Q4 2021, an estimated $517K.
  • Stamos Capital Partners first reported a position in Invesco Solar ETF in Q4 2020 and held it in 4 quarters.
  • Stamos Capital Partners's Invesco Solar ETF position peaked at $557K in Q2 2021.
  • 331 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2021.

Based on Stamos Capital Partners's 13F filing for Q4 2021, filed 14 Feb 2022.