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Bank Hapoalim BM’s Invesco Solar ETF TAN Stock Holding History

Bank Hapoalim BM’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
-5,919
Closed -$255K – 131
2024
Q3 		$255K Buy
+5,919
New +$242K 0.04% 121
2022
Q2 		– Sell
-3,720
Closed -$281K – 197
2022
Q1 		$281K Sell
3,720
-2,375
-39% -$164K 0.03% 177
2021
Q4 		$469K Sell
6,095
-2,269
-27% -$199K 0.05% 170
2021
Q3 		$669K Sell
8,364
-75
-0.9% -$6.31K 0.07% 149
2021
Q2 		$754K Sell
8,439
-421
-5% -$34.2K 0.09% 147
2021
Q1 		$813K Buy
8,860
+1,086
+14% +$114K 0.1% 131
2020
Q4 		$799K Sell
7,774
-16,122
-67% -$1.29M 0.11% 112
2020
Q3 		$1.55M Sell
23,896
-894
-4% -$44.9K 0.07% 62
2020
Q2 		$895K Sell
24,790
-1,546
-6% -$49K 0.21% 83
2020
Q1 		$664K Buy
+26,336
New +$859K 0.21% 86

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

Bank Hapoalim BM's TAN Position: Q4 2024 in Review

Bank Hapoalim BM sold out of Invesco Solar ETF (TAN) in Q4 2024, closing a stake of 5,919 shares — an estimated $255K sold.

Bank Hapoalim BM first reported a position in TAN in Q1 2020 and held it in 10 quarters. The position peaked at $1.55M in Q3 2020. 201 funds tracked by Wall St. Rank hold TAN as of Q4 2024.

  • Bank Hapoalim BM reported no remaining Invesco Solar ETF position as of Q4 2024 after selling out during the quarter.
  • Bank Hapoalim BM sold 5,919 Invesco Solar ETF shares in Q4 2024, an estimated $255K.
  • Bank Hapoalim BM first reported a position in Invesco Solar ETF in Q1 2020 and held it in 10 quarters.
  • Bank Hapoalim BM's Invesco Solar ETF position peaked at $1.55M in Q3 2020.
  • 201 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2024.

Based on Bank Hapoalim BM's 13F filing for Q4 2024, filed 27 Jan 2025.