Wealthspire Advisors (Maryland)’s Invesco Solar ETF TAN Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$250K	Buy	+3,858	New	+$194K	0.01%	389
2019 Q2	–	Sell	-4,800	Closed	-$111K	–	1840
2019 Q1	$111K	Hold	4,800	–	–	0.01%	606
2018 Q4	$89K	Hold	4,800	–	–	0.01%	644
2018 Q3	$100K	Hold	4,800	–	–	0.01%	685
2018 Q2	$111K	Hold	4,800	–	–	0.01%	667
2018 Q1	$118K	Hold	4,800	–	–	0.01%	651
2017 Q4	$121K	Hold	4,800	–	–	0.01%	642
2017 Q3	$104K	Buy	+4,800	New	+$103K	0.01%	691
2017 Q2	–	Sell	-300	Closed	-$5K	–	2271
2017 Q1	$5K	Hold	300	–	–	﹤0.01%	1530
2016 Q4	$5K	Hold	300	–	–	﹤0.01%	1393
2016 Q3	$6K	Sell	300 -419	-58%	-$8.85K	﹤0.01%	1363
2016 Q2	$15K	Buy	719 +419	+140%	+$9.21K	﹤0.01%	1102
2016 Q1	$7K	Hold	300	–	–	﹤0.01%	1264
2015 Q4	$9K	Buy	+300	New	+$8.83K	﹤0.01%	1226

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

PWS

Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TAN Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Invesco Solar ETF (TAN) in Q3 2020: 3,858 shares worth $250K. The stake represents 0.01% of the portfolio and ranks #389 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in TAN as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in TAN in Q4 2015 and has held it in 14 quarters since. 181 funds tracked by Wall St. Rank hold TAN as of Q3 2020.

Wealthspire Advisors (Maryland) held 3,858 shares of Invesco Solar ETF worth $250K as of Q3 2020.
Invesco Solar ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
Invesco Solar ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #389 holding.
Wealthspire Advisors (Maryland) first reported a position in Invesco Solar ETF in Q4 2015 and has held it in 14 quarters since.
181 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.