Atria Wealth Solutions’s Invesco Solar ETF TAN Stock Holding History

Atria Wealth Solutions’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	-5,301	Closed	-$229K	–	2092
2024 Q3	$229K	Sell	5,301 -784	-13%	-$32.1K	﹤0.01%	1692
2024 Q2	$245K	Sell	6,085 -1,105	-15%	-$48.3K	﹤0.01%	1631
2024 Q1	$326K	Sell	7,190 -535	-7%	-$23.9K	﹤0.01%	1503
2023 Q4	$412K	Sell	7,725 -1,532	-17%	-$71.7K	0.01%	1314
2023 Q3	$479K	Sell	9,257 -1,660	-15%	-$102K	0.01%	1148
2023 Q2	$780K	Sell	10,917 -3,877	-26%	-$280K	0.01%	959
2023 Q1	$1.15M	Sell	14,794 -958	-6%	-$73.4K	0.02%	739
2022 Q4	$1.15M	Sell	15,752 -4,196	-21%	-$316K	0.02%	691
2022 Q3	$1.47M	Buy	19,948 +325	+2%	+$26.2K	0.03%	594
2022 Q2	$1.4M	Buy	19,623 +5,464	+39%	+$378K	0.03%	564
2022 Q1	$1.07M	Buy	+14,159	New	+$979K	0.02%	702

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