American Institute for Advanced Investment Management’s Invesco Solar ETF TAN Stock Holding History

American Institute for Advanced Investment 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 Q3	–	Sell	-3,571	Closed	-$255K	–	122
2023 Q2	$255K	Buy	+3,571	New	+$258K	0.22%	104
2023 Q1	–	Sell	-3,486	Closed	-$254K	–	113
2022 Q4	$254K	Buy	3,486 +366	+12%	+$27.6K	0.23%	96
2022 Q3	$230K	Hold	3,120	–	–	0.21%	93
2022 Q2	$223K	Hold	3,120	–	–	0.2%	104
2022 Q1	$235K	Sell	3,120 -170	-5%	-$11.7K	0.17%	104
2021 Q4	$253K	Sell	3,290 -720	-18%	-$63.1K	0.17%	109
2021 Q3	$321K	Sell	4,010 -1,135	-22%	-$95.5K	0.23%	90
2021 Q2	$460K	Buy	5,145 +70	+1%	+$5.69K	0.32%	70
2021 Q1	$466K	Buy	5,075 +50	+1%	+$5.25K	0.36%	68
2020 Q4	$516K	Sell	5,025 -75	-1%	-$6K	0.41%	63
2020 Q3	$330K	Buy	+5,100	New	+$256K	0.3%	72

Other funds holding TAN

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

Clal Insurance Tel-Aviv, Israel $16.6B 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 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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

American Institute for Advanced Investment Management's TAN Position: Q3 2023 in Review

American Institute for Advanced Investment Management sold out of Invesco Solar ETF (TAN) in Q3 2023, closing a stake of 3,571 shares — an estimated $255K sold.

American Institute for Advanced Investment Management first reported a position in TAN in Q3 2020 and held it in 11 quarters. The position peaked at $516K in Q4 2020. 271 funds tracked by Wall St. Rank hold TAN as of Q3 2023.

American Institute for Advanced Investment Management reported no remaining Invesco Solar ETF position as of Q3 2023 after selling out during the quarter.
American Institute for Advanced Investment Management sold 3,571 Invesco Solar ETF shares in Q3 2023, an estimated $255K.
American Institute for Advanced Investment Management first reported a position in Invesco Solar ETF in Q3 2020 and held it in 11 quarters.
American Institute for Advanced Investment Management's Invesco Solar ETF position peaked at $516K in Q4 2020.
271 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2023.

Based on American Institute for Advanced Investment Management's 13F filing for Q3 2023, filed 31 Oct 2023.