Baystate Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Baystate Wealth Management’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	$1.6K	Hold	30	–	–	﹤0.01%	1100
2023 Q3	$1.55K	Hold	30	–	–	﹤0.01%	839
2023 Q2	$2.14K	Hold	30	–	–	﹤0.01%	830
2023 Q1	$2.33K	Buy	+30	New	+$2.3K	﹤0.01%	809
2020 Q4	–	Sell	-857	Closed	-$55K	–	758
2020 Q3	$55K	Buy	857 +1	+0.1%	+$50	0.01%	212
2020 Q2	$31K	Sell	856 -1	-0.1%	-$32	﹤0.01%	266
2020 Q1	$22K	Hold	857	–	–	﹤0.01%	274
2019 Q4	$26K	Buy	857 +3	+0.4%	+$87	﹤0.01%	296
2019 Q3	$25K	Buy	+854	New	+$25.5K	﹤0.01%	273

Other funds holding TAN

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baystate Wealth Management's TAN Position: Q4 2023 in Review

Baystate Wealth Management held its Invesco Solar ETF (TAN) position steady in Q4 2023 at 30 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Baystate Wealth Management first reported a position in TAN in Q3 2019 and has held it in 9 quarters since. The position peaked at $55K in Q3 2020. 286 funds tracked by Wall St. Rank hold TAN as of Q4 2023.

Baystate Wealth Management held 30 shares of Invesco Solar ETF worth $1.6K as of Q4 2023.
Baystate Wealth Management left its Invesco Solar ETF share count unchanged in Q4 2023.
Invesco Solar ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1100 holding.
Baystate Wealth Management first reported a position in Invesco Solar ETF in Q3 2019 and has held it in 9 quarters since.
Baystate Wealth Management's Invesco Solar ETF position peaked at $55K in Q3 2020.
286 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.