Strategic Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Strategic Wealth Management’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	$3.44M	Buy	44,625 +8,250	+23%	+$723K	1.7%	23
2021 Q3	$2.91M	Buy	36,375 +2,595	+8%	+$218K	1.51%	25
2021 Q2	$3.02M	Sell	33,780 -920	-3%	-$74.8K	1.63%	22
2021 Q1	$3.18M	Hold	34,700	–	–	1.91%	17
2020 Q4	$3.57M	Sell	34,700 -735	-2%	-$58.8K	2.19%	15
2020 Q3	$2.3M	Buy	+35,435	New	+$1.78M	1.71%	22

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 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

Strategic Wealth Management's TAN Position: Q4 2021 in Review

Strategic Wealth Management increased its Invesco Solar ETF (TAN) stake by 23% in Q4 2021, buying an estimated $723K and bringing the position to 44,625 shares worth $3.44M. The position accounts for 1.7% of the portfolio, ranked #23.

Strategic Wealth Management first reported a position in TAN in Q3 2020 and has held it in 6 quarters since. The position peaked at $3.57M in Q4 2020. 331 funds tracked by Wall St. Rank hold TAN as of Q4 2021.

Strategic Wealth Management held 44,625 shares of Invesco Solar ETF worth $3.44M as of Q4 2021.
Strategic Wealth Management bought 8,250 Invesco Solar ETF shares in Q4 2021, an estimated $723K.
Invesco Solar ETF made up 1.7% of Strategic Wealth Management's portfolio in Q4 2021, its #23 holding.
Strategic Wealth Management first reported a position in Invesco Solar ETF in Q3 2020 and has held it in 6 quarters since.
Strategic Wealth Management's Invesco Solar ETF position peaked at $3.57M in Q4 2020.
331 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.