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Astoria Portfolio Advisors’s Invesco Solar ETF TAN Stock Holding History

Astoria Portfolio 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
-5,000
Closed -$201K – 220
2024
Q2 		$201K Hold
5,000
– – 0.07% 187
2024
Q1 		$203K Hold
5,000
– – 0.08% 183
2023
Q4 		$211K Hold
5,000
– – 0.09% 176
2023
Q3 		$215K Sell
5,000
-78
-2% -$4.8K 0.1% 146
2023
Q2 		$366K Buy
5,078
+1
+0% +$72 0.14% 123
2023
Q1 		$385K Hold
5,077
– – 0.16% 112
2022
Q4 		$403K Sell
5,077
-57
-1% -$4.29K 0.19% 106
2022
Q3 		$378K Sell
5,134
-25
-0.5% -$2.02K 0.26% 87
2022
Q2 		$368K Buy
+5,159
New +$357K 0.27% 90

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return