Antonetti Capital Management’s Invesco Solar ETF TAN Stock Holding History

Antonetti Capital 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	$35.7K	Hold	689	–	–	0.06%	118
2023 Q2	$49.2K	Hold	689	–	–	0.07%	103
2023 Q1	$53.5K	Hold	689	–	–	0.08%	95
2022 Q4	$50.3K	Hold	689	–	–	0.07%	101
2022 Q3	$51K	Hold	689	–	–	0.06%	98
2022 Q2	$49K	Hold	689	–	–	0.05%	104
2022 Q1	$52K	Hold	689	–	–	0.05%	110
2021 Q4	$53K	Hold	689	–	–	0.04%	154
2021 Q3	$55K	Buy	+689	New	+$58K	0.04%	151

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 $112B 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 San Diego, California $377B 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 $1.49B AUM 42.66% 1-Year Est. Return

Antonetti Capital Management's TAN Position: Q3 2023 in Review

Antonetti Capital Management held its Invesco Solar ETF (TAN) position steady in Q3 2023 at 689 shares worth $35.7K. The position accounts for 0.06% of the portfolio, ranked #118.

Antonetti Capital Management first reported a position in TAN in Q3 2021 and has held it in 9 quarters since. The position peaked at $55K in Q3 2021. 271 funds tracked by Wall St. Rank hold TAN as of Q3 2023.

Antonetti Capital Management held 689 shares of Invesco Solar ETF worth $35.7K as of Q3 2023.
Antonetti Capital Management left its Invesco Solar ETF share count unchanged in Q3 2023.
Invesco Solar ETF made up 0.06% of Antonetti Capital Management's portfolio in Q3 2023, its #118 holding.
Antonetti Capital Management first reported a position in Invesco Solar ETF in Q3 2021 and has held it in 9 quarters since.
Antonetti Capital Management's Invesco Solar ETF position peaked at $55K in Q3 2021.
271 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.