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	–	–	0.22%	86
2021 Q3	$1.39M	Hold	17,321	–	–	0.11%	96
2021 Q2	$1.55M	Buy	+17,321	New	+$1.41M	0.19%	92

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

MIFH

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return

MIH

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atom Investors's TAN Position: Q4 2024 in Review

Atom Investors sold out of Invesco Solar ETF (TAN) in Q4 2024, closing a stake of 8,513 shares — an estimated $367K sold.

Atom Investors first reported a position in TAN in Q2 2021 and held it in 14 quarters. The position peaked at $1.55M in Q2 2021. 201 funds tracked by Wall St. Rank hold TAN as of Q4 2024.

Atom Investors reported no remaining Invesco Solar ETF position as of Q4 2024 after selling out during the quarter.
Atom Investors sold 8,513 Invesco Solar ETF shares in Q4 2024, an estimated $367K.
Atom Investors first reported a position in Invesco Solar ETF in Q2 2021 and held it in 14 quarters.
Atom Investors's Invesco Solar ETF position peaked at $1.55M in Q2 2021.
201 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2024.

Based on Atom Investors's 13F filing for Q4 2024, filed 14 Feb 2025.