ACM
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Arosa Capital Management’s Invesco Solar ETF TAN Stock Holding History

Arosa 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
2026
Q1 		$11.1M Buy
+200,000
New +$11.1M 1.69% 10
2025
Q3 		– Sell
-600,000
Closed -$20.6M – 88
2025
Q2 		$20.6M Buy
+600,000
New +$18.9M 3.87% 7
2024
Q4 		– Sell
-900,000
Closed -$38.8M – 57
2024
Q3 		$38.8M Buy
+900,000
New +$36.8M 15.03% 1
2024
Q2 		– Sell
-300,000
Closed -$13.6M – 44
2024
Q1 		$13.6M Sell
300,000
-200,000
-40% -$8.92M 8.03% 2
2023
Q4 		$26.7M Buy
+500,000
New +$23.4M 12.01% 1
2022
Q1 		– Sell
-300,000
Closed -$24M – 84
2021
Q4 		$24M Buy
+300,000
New +$26.3M 5.92% 3
2021
Q2 		– Sell
-150,000
Closed -$13.8M – 75
2021
Q1 		$13.8M Buy
+150,000
New +$15.8M 2.54% 11

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CI
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return