TrustCore Financial Services’s Invesco Solar ETF TAN Stock Holding History

TrustCore Financial Services’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
2022 Q4	$46.5K	Hold	638	–	–	﹤0.01%	473
2022 Q3	$47K	Sell	638 -125	-16%	-$10.1K	﹤0.01%	454
2022 Q2	$54K	Hold	763	–	–	0.01%	437
2022 Q1	$58K	Buy	763 +201	+36%	+$13.9K	0.01%	438
2021 Q4	$43K	Hold	562	–	–	﹤0.01%	469
2021 Q3	$45K	Hold	562	–	–	﹤0.01%	497
2021 Q2	$50K	Sell	562 -70	-11%	-$5.69K	0.01%	457
2021 Q1	$58K	Buy	632 +55	+10%	+$5.78K	0.01%	413
2020 Q4	$59K	Buy	577 +27	+5%	+$2.16K	0.01%	404
2020 Q3	$36K	Hold	550	–	–	0.01%	423
2020 Q2	$20K	Hold	550	–	–	﹤0.01%	526
2020 Q1	$14K	Hold	550	–	–	﹤0.01%	539
2019 Q4	$17K	Buy	+550	New	+$15.9K	﹤0.01%	549

Other funds holding TAN

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

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

TrustCore Financial Services's TAN Position: Q4 2022 in Review

TrustCore Financial Services held its Invesco Solar ETF (TAN) position steady in Q4 2022 at 638 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

TrustCore Financial Services first reported a position in TAN in Q4 2019 and has held it in 13 quarters since. The position peaked at $59K in Q4 2020. 339 funds tracked by Wall St. Rank hold TAN as of Q4 2022.

TrustCore Financial Services held 638 shares of Invesco Solar ETF worth $46.5K as of Q4 2022.
TrustCore Financial Services left its Invesco Solar ETF share count unchanged in Q4 2022.
Invesco Solar ETF made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #473 holding.
TrustCore Financial Services first reported a position in Invesco Solar ETF in Q4 2019 and has held it in 13 quarters since.
TrustCore Financial Services's Invesco Solar ETF position peaked at $59K in Q4 2020.
339 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.