AG
TAN icon

Appleton Group’s Invesco Solar ETF TAN Stock Holding History

Appleton Group’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
Q1 		– Sell
-2,980
Closed -$217K – 47
2022
Q4 		$217K Sell
2,980
-361
-11% -$27.2K 0.32% 36
2022
Q3 		$246K Sell
3,341
-91
-3% -$7.34K 0.7% 21
2022
Q2 		$245K Sell
3,432
-456
-12% -$31.6K 1.43% 25
2022
Q1 		$293K Buy
+3,888
New +$269K 0.41% 33
2021
Q3 		– Sell
-3,175
Closed -$284K – 53
2021
Q2 		$284K Buy
+3,175
New +$258K 0.22% 47
2021
Q1 		– Sell
-2,801
Closed -$288K – 50
2020
Q4 		$288K Sell
2,801
-1,726
-38% -$138K 0.28% 22
2020
Q3 		$293K Buy
+4,527
New +$228K 0.46% 17

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
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return