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
2021 Q1	–	Sell	-61,800	Closed	-$6.35M	–	410
2020 Q4	$6.35M	Buy	+61,800	New	+$4.95M	0.64%	42

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MIFH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return

MIH

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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.