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	–	2090
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 $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

Atria Wealth Solutions's TAN Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Invesco Solar ETF (TAN) in Q4 2024, closing a stake of 5,301 shares — an estimated $229K sold.

Atria Wealth Solutions first reported a position in TAN in Q1 2022 and held it in 11 quarters. The position peaked at $1.47M in Q3 2022. 201 funds tracked by Wall St. Rank hold TAN as of Q4 2024.

Atria Wealth Solutions reported no remaining Invesco Solar ETF position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 5,301 Invesco Solar ETF shares in Q4 2024, an estimated $229K.
Atria Wealth Solutions first reported a position in Invesco Solar ETF in Q1 2022 and held it in 11 quarters.
Atria Wealth Solutions's Invesco Solar ETF position peaked at $1.47M in Q3 2022.
201 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.