WealthBridge Capital Management’s Invesco Solar ETF TAN Stock Holding History

WealthBridge Capital Management’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
2019 Q2	–	Sell	-400	Closed	-$10K	–	778
2019 Q1	$10K	Buy	400 +200	+100%	+$4.55K	0.01%	574
2018 Q4	$4K	Buy	+200	New	+$3.94K	﹤0.01%	705

Other funds holding TAN

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

WealthBridge Capital Management's TAN Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Invesco Solar ETF (TAN) in Q2 2019, closing a stake of 400 shares — an estimated $10K sold.

WealthBridge Capital Management first reported a position in TAN in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 99 funds tracked by Wall St. Rank hold TAN as of Q2 2019.

WealthBridge Capital Management reported no remaining Invesco Solar ETF position as of Q2 2019 after selling out during the quarter.
WealthBridge Capital Management sold 400 Invesco Solar ETF shares in Q2 2019, an estimated $10K.
WealthBridge Capital Management first reported a position in Invesco Solar ETF in Q4 2018 and held it in 2 quarters.
WealthBridge Capital Management's Invesco Solar ETF position peaked at $10K in Q1 2019.
99 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.