AGUR Provident & Training Funds Management’s Invesco Solar ETF TAN Stock Holding History

AGUR Provident & Training Funds 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 Q4	–	Sell	-64,907	Closed	-$33.6M	–	27
2023 Q3	$33.6M	Sell	64,907 -68,100	-51%	-$4.19M	1.06%	20
2023 Q2	$95.2K	Hold	133,007	–	–	3.22%	6
2023 Q1	$9.58M	Hold	133,007	–	–	3.65%	4
2022 Q4	$9.7M	Buy	+133,007	New	+$10M	3.43%	4

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MIH

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AGUR Provident & Training Funds Management's TAN Position: Q4 2023 in Review

AGUR Provident & Training Funds Management sold out of Invesco Solar ETF (TAN) in Q4 2023, closing a stake of 64,907 shares — an estimated $33.6M sold.

AGUR Provident & Training Funds Management first reported a position in TAN in Q4 2022 and held it in 4 quarters. The position peaked at $33.6M in Q3 2023. 286 funds tracked by Wall St. Rank hold TAN as of Q4 2023.

AGUR Provident & Training Funds Management reported no remaining Invesco Solar ETF position as of Q4 2023 after selling out during the quarter.
AGUR Provident & Training Funds Management sold 64,907 Invesco Solar ETF shares in Q4 2023, an estimated $33.6M.
AGUR Provident & Training Funds Management first reported a position in Invesco Solar ETF in Q4 2022 and held it in 4 quarters.
AGUR Provident & Training Funds Management's Invesco Solar ETF position peaked at $33.6M in Q3 2023.
286 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2023.

Based on AGUR Provident & Training Funds Management's 13F filing for Q4 2023, filed 13 Feb 2024.