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	–	751
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

MIFH

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

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

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

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

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

MIH

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

Blue Bell Private Wealth Management's TAN Position: Q1 2025 in Review

Blue Bell Private Wealth Management sold out of Invesco Solar ETF (TAN) in Q1 2025, closing a stake of 13 shares — an estimated $431 sold.

Blue Bell Private Wealth Management first reported a position in TAN in Q4 2021 and held it in 13 quarters. The position peaked at $1.01K in Q1 2023. 184 funds tracked by Wall St. Rank hold TAN as of Q1 2025.

Blue Bell Private Wealth Management reported no remaining Invesco Solar ETF position as of Q1 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 13 Invesco Solar ETF shares in Q1 2025, an estimated $431.
Blue Bell Private Wealth Management first reported a position in Invesco Solar ETF in Q4 2021 and held it in 13 quarters.
Blue Bell Private Wealth Management's Invesco Solar ETF position peaked at $1.01K in Q1 2023.
184 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.