United Asset Strategies’s Invesco Solar ETF TAN Stock Holding History

United Asset Strategies’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 Q3	–	Sell	-3,143	Closed	-$224K	–	243
2023 Q2	$224K	Sell	3,143 -49	-2%	-$3.54K	0.03%	211
2023 Q1	$248K	Buy	3,192 +190	+6%	+$14.6K	0.03%	206
2022 Q4	$219K	Buy	3,002 +186	+7%	+$14K	0.03%	214
2022 Q3	$207K	Buy	+2,816	New	+$227K	0.03%	193
2021 Q4	–	Sell	-7,790	Closed	-$623K	–	227
2021 Q3	$623K	Buy	7,790 +418	+6%	+$35.2K	0.08%	136
2021 Q2	$659K	Buy	+7,372	New	+$600K	0.09%	132

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 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

MIH

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

LPL Financial San Diego, California $377B AUM 19.32% 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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

United Asset Strategies's TAN Position: Q3 2023 in Review

United Asset Strategies sold out of Invesco Solar ETF (TAN) in Q3 2023, closing a stake of 3,143 shares — an estimated $224K sold.

United Asset Strategies first reported a position in TAN in Q2 2021 and held it in 6 quarters. The position peaked at $659K in Q2 2021. 271 funds tracked by Wall St. Rank hold TAN as of Q3 2023.

United Asset Strategies reported no remaining Invesco Solar ETF position as of Q3 2023 after selling out during the quarter.
United Asset Strategies sold 3,143 Invesco Solar ETF shares in Q3 2023, an estimated $224K.
United Asset Strategies first reported a position in Invesco Solar ETF in Q2 2021 and held it in 6 quarters.
United Asset Strategies's Invesco Solar ETF position peaked at $659K in Q2 2021.
271 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2023.

Based on United Asset Strategies's 13F filing for Q3 2023, filed 7 Nov 2023.