Adirondack Trust Company’s Invesco Solar ETF TAN Stock Holding History

Adirondack Trust Company’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
2026 Q1	$5.74K	Buy	103 +8	+8%	+$443	﹤0.01%	439
2025 Q4	$4.67K	Hold	95	–	–	﹤0.01%	453
2025 Q3	$4.14K	Hold	95	–	–	﹤0.01%	449
2025 Q2	$3.25K	Hold	95	–	–	﹤0.01%	429
2025 Q1	$2.89K	Hold	95	–	–	﹤0.01%	429
2024 Q4	$3.15K	Hold	95	–	–	﹤0.01%	436
2024 Q3	$4.09K	Hold	95	–	–	﹤0.01%	419
2024 Q2	$3.82K	Hold	95	–	–	﹤0.01%	422
2024 Q1	$4.31K	Hold	95	–	–	﹤0.01%	419
2023 Q4	$4.1K	Hold	95	–	–	﹤0.01%	423
2023 Q3	$4.92K	Hold	95	–	–	﹤0.01%	409
2023 Q2	$6.51K	Hold	95	–	–	﹤0.01%	373
2023 Q1	$7.37K	Sell	95 -140	-60%	-$10.7K	﹤0.01%	364
2022 Q4	$17.1K	Hold	235	–	–	0.01%	280
2022 Q3	$17K	Buy	235 +95	+68%	+$7.67K	0.01%	275
2022 Q2	$10K	Hold	140	–	–	0.01%	311
2022 Q1	$11K	Buy	+140	New	+$9.68K	0.01%	314

Other funds holding TAN

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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

Bank of America

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

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return