Atom Investors’s Invesco Solar ETF TAN Stock Holding History

Atom Investors’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 Q4	–	Sell	-8,513	Closed	-$367K	–	633
2024 Q3	$367K	Sell	8,513 -1,755	-17%	-$71.8K	0.04%	349
2024 Q2	$413K	Sell	10,268 -323	-3%	-$14.1K	0.04%	347
2024 Q1	$481K	Sell	10,591 -1,068	-9%	-$47.6K	0.06%	337
2023 Q4	$622K	Sell	11,659 -1,683	-13%	-$78.8K	0.11%	243
2023 Q3	$691K	Hold	13,342	–	–	0.16%	181
2023 Q2	$953K	Sell	13,342 -2,166	-14%	-$156K	0.36%	63
2023 Q1	$1.2M	Sell	15,508 -901	-5%	-$69K	0.66%	33
2022 Q4	$1.2M	Sell	16,409 -912	-5%	-$68.7K	0.6%	44
2022 Q3	$1.27M	Hold	17,321	–	–	0.45%	64
2022 Q2	$1.24M	Hold	17,321	–	–	0.54%	53
2022 Q1	$1.31M	Hold	17,321	–	–	0.61%	36
2021 Q4	$1.33M	Hold	17,321	–	–	0.37%	86
2021 Q3	$1.39M	Hold	17,321	–	–	0.27%	96
2021 Q2	$1.55M	Buy	+17,321	New	+$1.41M	0.32%	92
2021 Q1	–	Hold	0	–	–	–	420
2020 Q4	–	Hold	0	–	–	–	561

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Capital Fund Management (CFM)

Capital Fund Management (CFM) Paris, France $11.2B AUM 20.49% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return