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Zullo Investment Group’s Invesco Solar ETF TAN Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-125
Closed -$9.12K – 647
2022
Q4 		$9.12K Hold
125
– – 0.01% 502
2022
Q3 		$9K Hold
125
– – 0.01% 511
2022
Q2 		$9K Sell
125
-250
-67% -$17.3K 0.01% 516
2022
Q1 		$28K Buy
375
+50
+15% +$3.46K 0.01% 384
2021
Q4 		$25K Buy
+325
New +$28.5K 0.01% 399

Other funds holding TAN

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Zullo Investment Group's TAN Position: Q1 2023 in Review

Zullo Investment Group sold out of Invesco Solar ETF (TAN) in Q1 2023, closing a stake of 125 shares — an estimated $9.12K sold.

Zullo Investment Group first reported a position in TAN in Q4 2021 and held it in 5 quarters. The position peaked at $28K in Q1 2022. 318 funds tracked by Wall St. Rank hold TAN as of Q1 2023.

  • Zullo Investment Group reported no remaining Invesco Solar ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 125 Invesco Solar ETF shares in Q1 2023, an estimated $9.12K.
  • Zullo Investment Group first reported a position in Invesco Solar ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Invesco Solar ETF position peaked at $28K in Q1 2022.
  • 318 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.