Stelac Advisory Services’s Invesco Solar ETF TAN Stock Holding History

Stelac Advisory 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
2023 Q2	–	Sell	-7,940	Closed	-$616K	–	164
2023 Q1	$616K	Buy	7,940 +340	+4%	+$26.1K	0.27%	62
2022 Q4	$554K	Sell	7,600 -300	-4%	-$22.6K	0.25%	65
2022 Q3	$582K	Hold	7,900	–	–	0.26%	57
2022 Q2	$564K	Sell	7,900 -340	-4%	-$23.5K	0.23%	64
2022 Q1	$622K	Buy	8,240 +2,770	+51%	+$191K	0.22%	52
2021 Q4	$421K	Hold	5,470	–	–	0.11%	109
2021 Q3	$437K	Hold	5,470	–	–	0.12%	128
2021 Q2	$489K	Buy	+5,470	New	+$445K	0.11%	128

Other funds holding TAN

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Stelac Advisory Services's TAN Position: Q2 2023 in Review

Stelac Advisory Services sold out of Invesco Solar ETF (TAN) in Q2 2023, closing a stake of 7,940 shares — an estimated $616K sold.

Stelac Advisory Services first reported a position in TAN in Q2 2021 and held it in 8 quarters. The position peaked at $622K in Q1 2022. 294 funds tracked by Wall St. Rank hold TAN as of Q2 2023.

Stelac Advisory Services reported no remaining Invesco Solar ETF position as of Q2 2023 after selling out during the quarter.
Stelac Advisory Services sold 7,940 Invesco Solar ETF shares in Q2 2023, an estimated $616K.
Stelac Advisory Services first reported a position in Invesco Solar ETF in Q2 2021 and held it in 8 quarters.
Stelac Advisory Services's Invesco Solar ETF position peaked at $622K in Q1 2022.
294 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2023.

Based on Stelac Advisory Services's 13F filing for Q2 2023, filed 10 Aug 2023.