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

Strategic Wealth 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
2019 Q4	–	Sell	-300	Closed	-$8.81K	–	457
2019 Q3	$8.81K	Buy	+300	New	+$8.96K	0.05%	150
2019 Q2	–	Sell	-277	Closed	-$7K	–	816
2019 Q1	$7K	Hold	277	–	–	﹤0.01%	602
2018 Q4	$6K	Hold	277	–	–	﹤0.01%	548
2018 Q3	$6K	Hold	277	–	–	﹤0.01%	546
2018 Q2	$6K	Hold	277	–	–	﹤0.01%	622
2018 Q1	$7K	Buy	277 +90	+48%	+$2.25K	﹤0.01%	604
2017 Q4	$5K	Buy	+187	New	+$4.47K	﹤0.01%	620

Other funds holding TAN

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 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

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

WCA

Windsor Creek Advisors Bethel, Vermont $331M AUM 13.34% 1-Year Est. Return

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

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

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

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

Strategic Wealth Partners's TAN Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Invesco Solar ETF (TAN) in Q4 2019, closing a stake of 300 shares — an estimated $8.81K sold.

Strategic Wealth Partners first reported a position in TAN in Q4 2017 and held it in 7 quarters. The position peaked at $8.81K in Q3 2019. 106 funds tracked by Wall St. Rank hold TAN as of Q4 2019.

Strategic Wealth Partners reported no remaining Invesco Solar ETF position as of Q4 2019 after selling out during the quarter.
Strategic Wealth Partners sold 300 Invesco Solar ETF shares in Q4 2019, an estimated $8.81K.
Strategic Wealth Partners first reported a position in Invesco Solar ETF in Q4 2017 and held it in 7 quarters.
Strategic Wealth Partners's Invesco Solar ETF position peaked at $8.81K in Q3 2019.
106 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.