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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 -$3.36M – 27
2023
Q3 		$3.36M Sell
64,907
-68,100
-51% -$4.19M 1.06% 20
2023
Q2 		$9.52M 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

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $3.36M 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 $9.7M in Q4 2022. 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 $3.36M.
  • 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 $9.7M in Q4 2022.
  • 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.