Wealthcare Advisory Partners’s Invesco Solar ETF TAN Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-843	Closed	-$77K	–	1720
2021 Q1	$77K	Buy	+843	New	+$88.6K	0.01%	749
2018 Q4	–	Sell	-10	Closed	–	–	1278
2018 Q3	$0	Hold	10	–	–	﹤0.01%	1303
2018 Q2	$0	Sell	10 -14	-58%	-$346	﹤0.01%	1310
2018 Q1	$1K	Hold	24	–	–	﹤0.01%	1028
2017 Q4	$1K	Hold	24	–	–	﹤0.01%	1026
2017 Q3	$1K	Buy	+24	New	+$514	﹤0.01%	845

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

Wealthcare Advisory Partners's TAN Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Invesco Solar ETF (TAN) in Q2 2021, closing a stake of 843 shares — an estimated $77K sold.

Wealthcare Advisory Partners first reported a position in TAN in Q3 2017 and held it in 6 quarters. The position peaked at $77K in Q1 2021. 341 funds tracked by Wall St. Rank hold TAN as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Invesco Solar ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 843 Invesco Solar ETF shares in Q2 2021, an estimated $77K.
Wealthcare Advisory Partners first reported a position in Invesco Solar ETF in Q3 2017 and held it in 6 quarters.
Wealthcare Advisory Partners's Invesco Solar ETF position peaked at $77K in Q1 2021.
341 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.