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WealthPlan Investment Management’s Invesco Solar ETF TAN Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-799
Closed -$57.1K – 332
2023
Q2 		$57.1K Hold
799
– – 0.02% 193
2023
Q1 		$62K Buy
+799
New +$61.2K 0.01% 234

Other funds holding TAN

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Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CI
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPlan Investment Management's TAN Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Invesco Solar ETF (TAN) in Q3 2023, closing a stake of 799 shares — an estimated $57.1K sold.

WealthPlan Investment Management first reported a position in TAN in Q1 2023 and held it in 2 quarters. The position peaked at $62K in Q1 2023. 271 funds tracked by Wall St. Rank hold TAN as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Invesco Solar ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 799 Invesco Solar ETF shares in Q3 2023, an estimated $57.1K.
  • WealthPlan Investment Management first reported a position in Invesco Solar ETF in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Invesco Solar ETF position peaked at $62K in Q1 2023.
  • 271 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.