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

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

Astoria Portfolio Advisors's TAN Position: Q3 2024 in Review

Astoria Portfolio Advisors sold out of Invesco Solar ETF (TAN) in Q3 2024, closing a stake of 5,000 shares — an estimated $201K sold.

Astoria Portfolio Advisors first reported a position in TAN in Q2 2022 and held it in 9 quarters. The position peaked at $403K in Q4 2022. 219 funds tracked by Wall St. Rank hold TAN as of Q3 2024.

Astoria Portfolio Advisors reported no remaining Invesco Solar ETF position as of Q3 2024 after selling out during the quarter.
Astoria Portfolio Advisors sold 5,000 Invesco Solar ETF shares in Q3 2024, an estimated $201K.
Astoria Portfolio Advisors first reported a position in Invesco Solar ETF in Q2 2022 and held it in 9 quarters.
Astoria Portfolio Advisors's Invesco Solar ETF position peaked at $403K in Q4 2022.
219 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2024.

Based on Astoria Portfolio Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.