AIM
TAN icon

Arcadia Investment Management’s Invesco Solar ETF TAN Stock Holding History

Arcadia 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
Q4 		– Sell
-15
Closed -$777 – 338
2023
Q3 		$777 Hold
15
– – ﹤0.01% 317
2023
Q2 		$1.07K Hold
15
– – ﹤0.01% 332
2023
Q1 		$1.17K Hold
15
– – ﹤0.01% 342
2022
Q4 		$1.09K Hold
15
– – ﹤0.01% 338
2022
Q3 		$1K Hold
15
– – ﹤0.01% 276
2022
Q2 		$1K Hold
15
– – ﹤0.01% 285
2022
Q1 		$1K Hold
15
– – ﹤0.01% 283
2021
Q4 		$1K Hold
15
– – ﹤0.01% 287
2021
Q3 		$1K Hold
15
– – ﹤0.01% 271
2021
Q2 		$1K Buy
+15
New +$1.22K ﹤0.01% 286

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arcadia Investment Management's TAN Position: Q4 2023 in Review

Arcadia Investment Management sold out of Invesco Solar ETF (TAN) in Q4 2023, closing a stake of 15 shares — an estimated $777 sold.

Arcadia Investment Management first reported a position in TAN in Q2 2021 and held it in 10 quarters. The position peaked at $1.17K in Q1 2023. 286 funds tracked by Wall St. Rank hold TAN as of Q4 2023.

  • Arcadia Investment Management reported no remaining Invesco Solar ETF position as of Q4 2023 after selling out during the quarter.
  • Arcadia Investment Management sold 15 Invesco Solar ETF shares in Q4 2023, an estimated $777.
  • Arcadia Investment Management first reported a position in Invesco Solar ETF in Q2 2021 and held it in 10 quarters.
  • Arcadia Investment Management's Invesco Solar ETF position peaked at $1.17K in Q1 2023.
  • 286 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2023.

Based on Arcadia Investment Management's 13F filing for Q4 2023, filed 7 Feb 2024.