Avantax Advisory Services’s Invesco Solar ETF TAN Stock Holding History

Avantax Advisory Services’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 Q3	–	Sell	-8,447	Closed	-$340K	–	2199
2024 Q2	$340K	Sell	8,447 -1,720	-17%	-$75.1K	﹤0.01%	1609
2024 Q1	$461K	Sell	10,167 -694	-6%	-$31K	﹤0.01%	1083
2023 Q4	$579K	Buy	10,861 +2,309	+27%	+$108K	0.01%	925
2023 Q3	$443K	Buy	8,552 +2,120	+33%	+$131K	0.01%	993
2023 Q2	$459K	Buy	6,432 +39	+0.6%	+$2.81K	0.01%	973
2023 Q1	$496K	Sell	6,393 -412	-6%	-$31.6K	0.01%	917
2022 Q4	$496K	Sell	6,805 -1,028	-13%	-$77.5K	0.01%	869
2022 Q3	$577K	Buy	7,833 +1,587	+25%	+$128K	0.01%	724
2022 Q2	$446K	Sell	6,246 -17,502	-74%	-$1.21M	0.01%	833
2022 Q1	$1.79M	Buy	23,748 +16,882	+246%	+$1.17M	0.02%	401
2021 Q4	$529K	Sell	6,866 -573	-8%	-$50.2K	0.01%	744
2021 Q3	$594K	Sell	7,439 -57	-0.8%	-$4.8K	0.01%	657
2021 Q2	$673K	Sell	7,496 -3,871	-34%	-$315K	0.01%	588
2021 Q1	$1.04M	Sell	11,367 -1,144	-9%	-$120K	0.02%	421
2020 Q4	$1.28M	Sell	12,511 -5,561	-31%	-$445K	0.03%	351
2020 Q3	$1.17M	Buy	18,072 +9,299	+106%	+$468K	0.02%	497
2020 Q2	$316K	Hold	8,773	–	–	0.01%	614
2020 Q1	$220K	Buy	8,773 +87	+1%	+$2.84K	0.01%	690
2019 Q4	$267K	Buy	8,686 +130	+2%	+$3.76K	0.01%	665
2019 Q3	$252K	Buy	+8,556	New	+$255K	0.01%	478

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

Bank of America

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

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

National Bank of Canada

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

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

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

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

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

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return