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Baldwin Wealth Partners’s Invesco Solar ETF TAN Stock Holding History

Baldwin Wealth Partners’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
-338
Closed -$14.6K – 919
2024
Q3 		$14.6K Hold
338
– – ﹤0.01% 740
2024
Q2 		$13.6K Hold
338
– – ﹤0.01% 511
2024
Q1 		$15.3K Hold
338
– – ﹤0.01% 518
2023
Q4 		$18K Sell
338
-828
-71% -$38.8K ﹤0.01% 515
2023
Q3 		$60.4K Hold
1,166
– – 0.01% 369
2023
Q2 		$83.3K Hold
1,166
– – 0.01% 340
2023
Q1 		$90.5K Hold
1,166
– – 0.01% 336
2022
Q4 		$85K Buy
+1,166
New +$87.9K 0.01% 335

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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Fund Management (CFM)
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baldwin Wealth Partners's TAN Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Invesco Solar ETF (TAN) in Q4 2024, closing a stake of 338 shares — an estimated $14.6K sold.

Baldwin Wealth Partners first reported a position in TAN in Q4 2022 and held it in 8 quarters. The position peaked at $90.5K in Q1 2023. 201 funds tracked by Wall St. Rank hold TAN as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Invesco Solar ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 338 Invesco Solar ETF shares in Q4 2024, an estimated $14.6K.
  • Baldwin Wealth Partners first reported a position in Invesco Solar ETF in Q4 2022 and held it in 8 quarters.
  • Baldwin Wealth Partners's Invesco Solar ETF position peaked at $90.5K in Q1 2023.
  • 201 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.