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 $1.21T AUM 78.12% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bard Financial Services's TAN Position: Q3 2023 in Review

Bard Financial Services sold out of Invesco Solar ETF (TAN) in Q3 2023, closing a stake of 23,050 shares — an estimated $1.65M sold.

Bard Financial Services first reported a position in TAN in Q4 2020 and held it in 11 quarters. The position peaked at $1.79M in Q1 2023. 271 funds tracked by Wall St. Rank hold TAN as of Q3 2023.

Bard Financial Services reported no remaining Invesco Solar ETF position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 23,050 Invesco Solar ETF shares in Q3 2023, an estimated $1.65M.
Bard Financial Services first reported a position in Invesco Solar ETF in Q4 2020 and held it in 11 quarters.
Bard Financial Services's Invesco Solar ETF position peaked at $1.79M in Q1 2023.
271 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.