Bard Financial Services’s Invesco Solar ETF TAN Stock Holding History

Bard Financial 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
2023 Q3	–	Sell	-23,050	Closed	-$1.65M	–	301
2023 Q2	$1.65M	Hold	23,050	–	–	0.12%	131
2023 Q1	$1.79M	Buy	23,050 +750	+3%	+$57.5K	0.14%	123
2022 Q4	$1.63M	Buy	22,300 +375	+2%	+$28.3K	0.14%	127
2022 Q3	$1.61M	Buy	21,925 +2,000	+10%	+$161K	0.15%	121
2022 Q2	$1.42M	Hold	19,925	–	–	0.13%	125
2022 Q1	$1.5M	Buy	19,925 +1,250	+7%	+$86.4K	0.12%	123
2021 Q4	$1.44M	Buy	18,675 +500	+3%	+$43.8K	0.12%	125
2021 Q3	$1.45M	Buy	18,175 +250	+1%	+$21K	0.13%	124
2021 Q2	$1.6M	Buy	17,925 +350	+2%	+$28.5K	0.14%	117
2021 Q1	$1.61M	Buy	17,575 +825	+5%	+$86.7K	0.16%	112
2020 Q4	$1.72M	Buy	+16,750	New	+$1.34M	0.17%	109

Other funds holding TAN

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

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

AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 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

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

Gemmer Asset Management Walnut Creek, California $1.27B AUM 21.99% 1-Year Est. Return