Aspetuck Financial Management’s Invesco Solar ETF TAN Stock Holding History

Aspetuck Financial 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
2025 Q1	–	Sell	-477	Closed	-$15.8K	–	169
2024 Q4	$15.8K	Buy	+477	New	+$17.6K	0.01%	152

Other funds holding TAN

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Aspetuck Financial Management's TAN Position: Q1 2025 in Review

Aspetuck Financial Management sold out of Invesco Solar ETF (TAN) in Q1 2025, closing a stake of 477 shares — an estimated $15.8K sold.

Aspetuck Financial Management first reported a position in TAN in Q4 2024 and held it in 1 quarter. The position peaked at $15.8K in Q4 2024. 184 funds tracked by Wall St. Rank hold TAN as of Q1 2025.

Aspetuck Financial Management reported no remaining Invesco Solar ETF position as of Q1 2025 after selling out during the quarter.
Aspetuck Financial Management sold 477 Invesco Solar ETF shares in Q1 2025, an estimated $15.8K.
Aspetuck Financial Management first reported a position in Invesco Solar ETF in Q4 2024 and held it in 1 quarter.
Aspetuck Financial Management's Invesco Solar ETF position peaked at $15.8K in Q4 2024.
184 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.