Toth Financial Advisory’s Invesco Solar ETF TAN Stock Holding History

Toth Financial Advisory’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
2018 Q4	–	Sell	-90	Closed	-$2K	–	457
2018 Q3	$2K	Hold	90	–	–	﹤0.01%	404
2018 Q2	$2K	Hold	90	–	–	﹤0.01%	402
2018 Q1	$2K	Buy	+90	New	+$2.25K	﹤0.01%	404

Other funds holding TAN

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Toth Financial Advisory's TAN Position: Q4 2018 in Review

Toth Financial Advisory sold out of Invesco Solar ETF (TAN) in Q4 2018, closing a stake of 90 shares — an estimated $2K sold.

Toth Financial Advisory first reported a position in TAN in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 80 funds tracked by Wall St. Rank hold TAN as of Q4 2018.

Toth Financial Advisory reported no remaining Invesco Solar ETF position as of Q4 2018 after selling out during the quarter.
Toth Financial Advisory sold 90 Invesco Solar ETF shares in Q4 2018, an estimated $2K.
Toth Financial Advisory first reported a position in Invesco Solar ETF in Q1 2018 and held it in 3 quarters.
Toth Financial Advisory's Invesco Solar ETF position peaked at $2K in Q3 2018.
80 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2018.

Based on Toth Financial Advisory's 13F filing for Q4 2018, filed 22 Jan 2019.