B. Riley Wealth Advisors’s Invesco Solar ETF TAN Stock Holding History

B. Riley Wealth Advisors’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 Q1	–	Sell	-5,441	Closed	-$290K	–	1514
2023 Q4	$290K	Buy	+5,441	New	+$255K	0.01%	1066
2023 Q1	–	Sell	-25,446	Closed	-$1.86M	–	1614
2022 Q4	$1.86M	Buy	+25,446	New	+$1.92M	0.05%	358
2022 Q3	–	Sell	-4,385	Closed	-$314K	–	1530
2022 Q2	$314K	Sell	4,385 -3,671	-46%	-$254K	0.01%	856
2022 Q1	$609K	Sell	8,056 -559	-6%	-$38.6K	0.02%	656
2021 Q4	$664K	Sell	8,615 -862	-9%	-$75.5K	0.02%	680
2021 Q3	$758K	Sell	9,477 -1,535	-14%	-$129K	0.02%	616
2021 Q2	$984K	Buy	11,012 +419	+4%	+$34.1K	0.03%	508
2021 Q1	$973K	Buy	10,593 +7,905	+294%	+$831K	0.03%	492
2020 Q4	$277K	Buy	+2,688	New	+$215K	0.01%	803
2015 Q1	–	Sell	-4,195	Closed	-$143	–	1826
2014 Q4	$143	Buy	+4,195	New	+$150K	﹤0.01%	1536
2014 Q3	–	Sell	-4,229	Closed	-$189K	–	1744
2014 Q2	$189K	Buy	4,229 +428	+11%	+$17.7K	0.04%	475
2014 Q1	$168K	Buy	3,801 +710	+23%	+$30.5K	0.05%	443
2013 Q4	$109K	Buy	+3,091	New	+$116K	0.03%	535

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

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

Bank of America

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

Electron Capital Partners New York $2.13B AUM 87.77% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

Point72 Europe London, United Kingdom $1.84B AUM 25.99% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return