Sterling Investment Advisors (Pennsylvania)’s Invesco Solar ETF TAN Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-200	Closed	-$14K	–	469
2022 Q2	$14K	Hold	200	–	–	﹤0.01%	367
2022 Q1	$15K	Hold	200	–	–	﹤0.01%	394
2021 Q4	$15K	Hold	200	–	–	﹤0.01%	397
2021 Q3	$16K	Hold	200	–	–	﹤0.01%	391
2021 Q2	$18K	Buy	+200	New	+$16.3K	0.01%	370
2019 Q4	–	Sell	-1,000	Closed	-$29K	–	439
2019 Q3	$29K	Hold	1,000	–	–	0.01%	258
2019 Q2	$28K	Buy	+1,000	New	+$25.9K	0.01%	267

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s TAN Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Invesco Solar ETF (TAN) in Q3 2022, closing a stake of 200 shares — an estimated $14K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in TAN in Q2 2019 and held it in 7 quarters. The position peaked at $29K in Q3 2019. 319 funds tracked by Wall St. Rank hold TAN as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Invesco Solar ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 200 Invesco Solar ETF shares in Q3 2022, an estimated $14K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Invesco Solar ETF in Q2 2019 and held it in 7 quarters.
Sterling Investment Advisors (Pennsylvania)'s Invesco Solar ETF position peaked at $29K in Q3 2019.
319 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.