Ten Capital Wealth Advisors’s Invesco Solar ETF TAN Stock Holding History

Ten Capital Wealth Advisors’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
2023 Q2	–	Sell	-813	Closed	-$63.1K	–	494
2023 Q1	$63.1K	Hold	813	–	–	0.02%	202
2022 Q4	$59.3K	Hold	813	–	–	0.02%	163
2022 Q3	$60K	Hold	813	–	–	0.03%	145
2022 Q2	$58K	Hold	813	–	–	0.03%	142
2022 Q1	$61K	Hold	813	–	–	0.03%	139
2021 Q4	$63K	Hold	813	–	–	0.03%	116
2021 Q3	$65K	Hold	813	–	–	0.03%	112
2021 Q2	$73K	Hold	813	–	–	0.02%	158
2021 Q1	$74K	Buy	813 +415	+104%	+$43.6K	0.02%	153
2020 Q4	$41K	Buy	+398	New	+$31.9K	0.01%	179

Other funds holding TAN

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

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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

MIH

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ten Capital Wealth Advisors's TAN Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Invesco Solar ETF (TAN) in Q2 2023, closing a stake of 813 shares — an estimated $63.1K sold.

Ten Capital Wealth Advisors first reported a position in TAN in Q4 2020 and held it in 10 quarters. The position peaked at $74K in Q1 2021. 294 funds tracked by Wall St. Rank hold TAN as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Invesco Solar ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 813 Invesco Solar ETF shares in Q2 2023, an estimated $63.1K.
Ten Capital Wealth Advisors first reported a position in Invesco Solar ETF in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's Invesco Solar ETF position peaked at $74K in Q1 2021.
294 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.