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All Season Financial Advisors’s Invesco Solar ETF TAN Stock Holding History

All Season Financial Advisors’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
Q3 		– Sell
-3,602
Closed -$257K – 110
2023
Q2 		$257K Sell
3,602
-2,796
-44% -$202K 0.23% 89
2023
Q1 		$497K Sell
6,398
-2,783
-30% -$213K 0.45% 64
2022
Q4 		$670K Buy
9,181
+1,090
+13% +$82.1K 0.59% 39
2022
Q3 		$596K Buy
8,091
+3,513
+77% +$283K 0.65% 34
2022
Q2 		$327K Buy
4,578
+1,260
+38% +$87.3K 0.28% 91
2022
Q1 		$250K Buy
+3,318
New +$229K 0.18% 127
2021
Q3 		– Sell
-5,303
Closed -$474K – 151
2021
Q2 		$474K Buy
+5,303
New +$431K 0.34% 62

Other funds holding TAN

Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.27B AUM 21.99% 1-Year Est. Return