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Ulrich Consultants & Investment Group’s Invesco Solar ETF TAN Stock Holding History

Ulrich Consultants & Investment Group’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 		– Sell
-62,039
Closed -$4.57M – 49
2022
Q3 		$4.57M Buy
62,039
+1,369
+2% +$110K 3.52% 10
2022
Q2 		$4.33M Buy
+60,670
New +$4.2M 2.37% 13

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Ulrich Consultants & Investment Group's TAN Position: Q4 2022 in Review

Ulrich Consultants & Investment Group sold out of Invesco Solar ETF (TAN) in Q4 2022, closing a stake of 62,039 shares — an estimated $4.57M sold.

Ulrich Consultants & Investment Group first reported a position in TAN in Q2 2022 and held it in 2 quarters. The position peaked at $4.57M in Q3 2022. 339 funds tracked by Wall St. Rank hold TAN as of Q4 2022.

  • Ulrich Consultants & Investment Group reported no remaining Invesco Solar ETF position as of Q4 2022 after selling out during the quarter.
  • Ulrich Consultants & Investment Group sold 62,039 Invesco Solar ETF shares in Q4 2022, an estimated $4.57M.
  • Ulrich Consultants & Investment Group first reported a position in Invesco Solar ETF in Q2 2022 and held it in 2 quarters.
  • Ulrich Consultants & Investment Group's Invesco Solar ETF position peaked at $4.57M in Q3 2022.
  • 339 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2022.

Based on Ulrich Consultants & Investment Group's 13F filing for Q4 2022, filed 3 Feb 2023.