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Wealth Quarterback’s Invesco Solar ETF TAN Stock Holding History

Wealth Quarterback’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
Q3 		$8K Hold
100
– – 0.01% 517
2021
Q2 		$9K Buy
+100
New +$8.13K 0.01% 505

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
LPL Financial
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
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

Wealth Quarterback's TAN Position: Q3 2021 in Review

Wealth Quarterback held its Invesco Solar ETF (TAN) position steady in Q3 2021 at 100 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #517.

Wealth Quarterback first reported a position in TAN in Q2 2021 and has held it in 2 quarters since. The position peaked at $9K in Q2 2021. 307 funds tracked by Wall St. Rank hold TAN as of Q3 2021.

  • Wealth Quarterback held 100 shares of Invesco Solar ETF worth $8K as of Q3 2021.
  • Wealth Quarterback left its Invesco Solar ETF share count unchanged in Q3 2021.
  • Invesco Solar ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #517 holding.
  • Wealth Quarterback first reported a position in Invesco Solar ETF in Q2 2021 and has held it in 2 quarters since.
  • Wealth Quarterback's Invesco Solar ETF position peaked at $9K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.