VVP
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Venture Visionary Partners’s Invesco Solar ETF TAN Stock Holding History

Venture Visionary Partners’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
Q3 		– Sell
-6,174
Closed -$441K – 1419
2022
Q2 		$441K Buy
6,174
+463
+8% +$32.1K 0.03% 320
2022
Q1 		$430K Buy
+5,711
New +$395K 0.03% 345

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Venture Visionary Partners's TAN Position: Q3 2022 in Review

Venture Visionary Partners sold out of Invesco Solar ETF (TAN) in Q3 2022, closing a stake of 6,174 shares — an estimated $441K sold.

Venture Visionary Partners first reported a position in TAN in Q1 2022 and held it in 2 quarters. The position peaked at $441K in Q2 2022. 319 funds tracked by Wall St. Rank hold TAN as of Q3 2022.

  • Venture Visionary Partners reported no remaining Invesco Solar ETF position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 6,174 Invesco Solar ETF shares in Q3 2022, an estimated $441K.
  • Venture Visionary Partners first reported a position in Invesco Solar ETF in Q1 2022 and held it in 2 quarters.
  • Venture Visionary Partners's Invesco Solar ETF position peaked at $441K in Q2 2022.
  • 319 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.