1832 Asset Management

1832 Asset Management’s Invesco Solar ETF TAN Stock Holding History

1832 Asset 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
2024 Q2	–	Sell	-1,000	Closed	-$45.4K	–	975
2024 Q1	$45.4K	Sell	1,000 -21	-2%	-$937	﹤0.01%	696
2023 Q4	$54.5K	Buy	1,021 +21	+2%	+$983	﹤0.01%	681
2023 Q3	$51.8K	Hold	1,000	–	–	﹤0.01%	691
2023 Q2	$71.4K	Sell	1,000 -65	-6%	-$4.69K	﹤0.01%	685
2023 Q1	$82.7K	Buy	1,065 +65	+7%	+$4.98K	﹤0.01%	704
2022 Q4	$72.9K	Hold	1,000	–	–	﹤0.01%	741
2022 Q3	$74K	Hold	1,000	–	–	﹤0.01%	713
2022 Q2	$71K	Hold	1,000	–	–	﹤0.01%	732
2022 Q1	$74K	Hold	1,000	–	–	﹤0.01%	768
2021 Q4	$79K	Hold	1,000	–	–	﹤0.01%	564
2021 Q3	$82K	Hold	1,000	–	–	﹤0.01%	748
2021 Q2	$89K	Hold	1,000	–	–	﹤0.01%	607
2021 Q1	$92K	Hold	1,000	–	–	﹤0.01%	577
2020 Q4	$103K	Buy	+1,000	New	+$80.1K	﹤0.01%	608
2016 Q2	–	Sell	-100	Closed	-$2K	–	735
2016 Q1	$2K	Buy	+100	New	+$2.4K	﹤0.01%	597

Other funds holding TAN

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Bank of America

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

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return