Valeo Financial Advisors’s Invesco Solar ETF TAN Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-50	Closed	-$5K	–	1679
2021 Q1	$5K	Buy	+50	New	+$5.25K	﹤0.01%	1588
2018 Q1	–	Sell	-100	Closed	-$3K	–	1602
2017 Q4	$3K	Buy	+100	New	+$2.39K	﹤0.01%	1132

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valeo Financial Advisors's TAN Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Invesco Solar ETF (TAN) in Q2 2021, closing a stake of 50 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in TAN in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 341 funds tracked by Wall St. Rank hold TAN as of Q2 2021.

Valeo Financial Advisors reported no remaining Invesco Solar ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 50 Invesco Solar ETF shares in Q2 2021, an estimated $5K.
Valeo Financial Advisors first reported a position in Invesco Solar ETF in Q4 2017 and held it in 2 quarters.
Valeo Financial Advisors's Invesco Solar ETF position peaked at $5K in Q1 2021.
341 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.