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 $16.5B AUM 68.34% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Bank of America

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

Capital Fund Management (CFM)

Capital Fund Management (CFM) Paris, France $11.2B AUM 20.49% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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