Blue Bell Private Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Blue Bell Private 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
2025 Q1	–	Sell	-13	Closed	-$431	–	752
2024 Q4	$431	Hold	13	–	–	﹤0.01%	658
2024 Q3	$560	Hold	13	–	–	﹤0.01%	668
2024 Q2	$523	Hold	13	–	–	﹤0.01%	693
2024 Q1	$590	Hold	13	–	–	﹤0.01%	700
2023 Q4	$694	Hold	13	–	–	﹤0.01%	691
2023 Q3	$673	Hold	13	–	–	﹤0.01%	648
2023 Q2	$928	Hold	13	–	–	﹤0.01%	639
2023 Q1	$1.01K	Hold	13	–	–	﹤0.01%	612
2022 Q4	$948	Hold	13	–	–	﹤0.01%	639
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	713
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	765
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	830
2021 Q4	$1K	Buy	+13	New	+$1.14K	﹤0.01%	814

Other funds holding TAN

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

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

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

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

Verition Fund Management

Verition Fund Management Greenwich, Connecticut $10.3B AUM 30.69% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

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