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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 – 817
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 $177M AUM 44.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return