Biltmore Family Office’s Invesco Solar ETF TAN Stock Holding History

Biltmore Family Office’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
2024 Q4	–	Sell	-15	Closed	-$647	–	283
2024 Q3	$647	Hold	15	–	–	﹤0.01%	265
2024 Q2	$603	Hold	15	–	–	﹤0.01%	244
2024 Q1	$681	Hold	15	–	–	﹤0.01%	231
2023 Q4	$800	Hold	15	–	–	﹤0.01%	226
2023 Q3	$777	Hold	15	–	–	﹤0.01%	234
2023 Q2	$1.07K	Hold	15	–	–	﹤0.01%	222
2023 Q1	$1.16K	Hold	15	–	–	﹤0.01%	265
2022 Q4	$1.09K	Hold	15	–	–	﹤0.01%	254
2022 Q3	$1K	Buy	+15	New	+$1.21K	﹤0.01%	207
2022 Q1	–	Sell	-15	Closed	-$1K	–	238
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	229
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	208
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	189
2021 Q1	$1K	Buy	+15	New	+$1.58K	﹤0.01%	179

Other funds holding TAN

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return

MIH

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Biltmore Family Office's TAN Position: Q4 2024 in Review

Biltmore Family Office sold out of Invesco Solar ETF (TAN) in Q4 2024, closing a stake of 15 shares — an estimated $647 sold.

Biltmore Family Office first reported a position in TAN in Q1 2021 and held it in 13 quarters. The position peaked at $1.16K in Q1 2023. 201 funds tracked by Wall St. Rank hold TAN as of Q4 2024.

Biltmore Family Office reported no remaining Invesco Solar ETF position as of Q4 2024 after selling out during the quarter.
Biltmore Family Office sold 15 Invesco Solar ETF shares in Q4 2024, an estimated $647.
Biltmore Family Office first reported a position in Invesco Solar ETF in Q1 2021 and held it in 13 quarters.
Biltmore Family Office's Invesco Solar ETF position peaked at $1.16K in Q1 2023.
201 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2024.

Based on Biltmore Family Office's 13F filing for Q4 2024, filed 12 Feb 2025.