Aptus Capital Advisors’s Invesco Solar ETF TAN Stock Holding History

Aptus Capital 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
2024 Q3	–	Sell	-105	Closed	-$4.22K	–	1275
2024 Q2	$4.22K	Buy	+105	New	+$4.59K	﹤0.01%	1084
2023 Q4	–	Sell	-2,500	Closed	-$129K	–	983
2023 Q3	$129K	Hold	2,500	–	–	﹤0.01%	603
2023 Q2	$179K	Hold	2,500	–	–	﹤0.01%	491
2023 Q1	$194K	Buy	+2,500	New	+$192K	0.01%	472

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

MIH

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Aptus Capital Advisors's TAN Position: Q3 2024 in Review

Aptus Capital Advisors sold out of Invesco Solar ETF (TAN) in Q3 2024, closing a stake of 105 shares — an estimated $4.22K sold.

Aptus Capital Advisors first reported a position in TAN in Q1 2023 and held it in 4 quarters. The position peaked at $194K in Q1 2023. 219 funds tracked by Wall St. Rank hold TAN as of Q3 2024.

Aptus Capital Advisors reported no remaining Invesco Solar ETF position as of Q3 2024 after selling out during the quarter.
Aptus Capital Advisors sold 105 Invesco Solar ETF shares in Q3 2024, an estimated $4.22K.
Aptus Capital Advisors first reported a position in Invesco Solar ETF in Q1 2023 and held it in 4 quarters.
Aptus Capital Advisors's Invesco Solar ETF position peaked at $194K in Q1 2023.
219 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2024.

Based on Aptus Capital Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.