AAS
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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

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Avantax Advisory Services's TAN Position: Q3 2024 in Review

Avantax Advisory Services sold out of Invesco Solar ETF (TAN) in Q3 2024, closing a stake of 8,447 shares — an estimated $340K sold.

Avantax Advisory Services first reported a position in TAN in Q3 2019 and held it in 20 quarters. The position peaked at $1.79M in Q1 2022. 219 funds tracked by Wall St. Rank hold TAN as of Q3 2024.

  • Avantax Advisory Services reported no remaining Invesco Solar ETF position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 8,447 Invesco Solar ETF shares in Q3 2024, an estimated $340K.
  • Avantax Advisory Services first reported a position in Invesco Solar ETF in Q3 2019 and held it in 20 quarters.
  • Avantax Advisory Services's Invesco Solar ETF position peaked at $1.79M in Q1 2022.
  • 219 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.