Belpointe Asset Management’s Invesco Solar ETF TAN Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-8,522	Closed	-$662K	–	3070
2023 Q1	$662K	Sell	8,522 -541	-6%	-$41.5K	0.04%	449
2022 Q4	$661K	Buy	9,063 +408	+5%	+$30.7K	0.04%	423
2022 Q3	$637K	Buy	8,655 +1,136	+15%	+$91.7K	0.04%	426
2022 Q2	$537K	Sell	7,519 -1,759	-19%	-$122K	0.04%	460
2022 Q1	$701K	Sell	9,278 -797	-8%	-$55.1K	0.04%	425
2021 Q4	$775K	Sell	10,075 -400	-4%	-$35.1K	0.05%	394
2021 Q3	$837K	Sell	10,475 -608	-5%	-$51.2K	0.06%	354
2021 Q2	$990K	Buy	11,083 +8,298	+298%	+$675K	0.07%	298
2021 Q1	$255K	Sell	2,785 -414	-13%	-$43.5K	0.02%	657
2020 Q4	$329K	Buy	+3,199	New	+$256K	0.03%	526

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return