SWM
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Sugarloaf Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Sugarloaf 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
2020
Q3 		– Sell
-500
Closed -$18K – 720
2020
Q2 		$18K Buy
500
+440
+733% +$13.9K 0.01% 371
2020
Q1 		$15K Buy
+60
New +$1.96K 0.01% 379

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PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

Sugarloaf Wealth Management's TAN Position: Q3 2020 in Review

Sugarloaf Wealth Management sold out of Invesco Solar ETF (TAN) in Q3 2020, closing a stake of 500 shares — an estimated $18K sold.

Sugarloaf Wealth Management first reported a position in TAN in Q1 2020 and held it in 2 quarters. The position peaked at $18K in Q2 2020. 181 funds tracked by Wall St. Rank hold TAN as of Q3 2020.

  • Sugarloaf Wealth Management reported no remaining Invesco Solar ETF position as of Q3 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 500 Invesco Solar ETF shares in Q3 2020, an estimated $18K.
  • Sugarloaf Wealth Management first reported a position in Invesco Solar ETF in Q1 2020 and held it in 2 quarters.
  • Sugarloaf Wealth Management's Invesco Solar ETF position peaked at $18K in Q2 2020.
  • 181 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.