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Bartlett & Co’s Invesco Solar ETF TAN Stock Holding History

Bartlett & Co’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
Q4 		$18K Hold
325
– – ﹤0.01% 904
2023
Q3 		$17K Hold
325
– – ﹤0.01% 856
2023
Q2 		$23K Hold
325
– – ﹤0.01% 800
2023
Q1 		$25K Hold
325
– – ﹤0.01% 679
2022
Q4 		$24K Hold
325
– – ﹤0.01% 694
2022
Q3 		$24K Hold
325
– – ﹤0.01% 677
2022
Q2 		$23K Hold
325
– – ﹤0.01% 709
2022
Q1 		$25K Buy
+325
New +$22.5K ﹤0.01% 700

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bartlett & Co's TAN Position: Q4 2023 in Review

Bartlett & Co held its Invesco Solar ETF (TAN) position steady in Q4 2023 at 325 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Bartlett & Co first reported a position in TAN in Q1 2022 and has held it in 8 quarters since. The position peaked at $25K in Q1 2023. 286 funds tracked by Wall St. Rank hold TAN as of Q4 2023.

  • Bartlett & Co held 325 shares of Invesco Solar ETF worth $18K as of Q4 2023.
  • Bartlett & Co left its Invesco Solar ETF share count unchanged in Q4 2023.
  • Invesco Solar ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #904 holding.
  • Bartlett & Co first reported a position in Invesco Solar ETF in Q1 2022 and has held it in 8 quarters since.
  • Bartlett & Co's Invesco Solar ETF position peaked at $25K in Q1 2023.
  • 286 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.