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BOK Financial’s Invesco Solar ETF TAN Stock Holding History

BOK Financial’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
Q1 		– Sell
-35,000
Closed -$1.87M – 1326
2023
Q4 		$1.87M Buy
+35,000
New +$1.64M 0.04% 360
2022
Q2 		– Sell
-6,900
Closed -$521K – 984
2022
Q1 		$521K Buy
+6,900
New +$477K 0.01% 724
2020
Q2 		– Sell
-12,500
Closed -$315K – 886
2020
Q1 		$315K Buy
+12,500
New +$408K 0.01% 681

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

BOK Financial's TAN Position: Q1 2024 in Review

BOK Financial sold out of Invesco Solar ETF (TAN) in Q1 2024, closing a stake of 35,000 shares — an estimated $1.87M sold.

BOK Financial first reported a position in TAN in Q1 2020 and held it in 3 quarters. The position peaked at $1.87M in Q4 2023. 241 funds tracked by Wall St. Rank hold TAN as of Q1 2024.

  • BOK Financial reported no remaining Invesco Solar ETF position as of Q1 2024 after selling out during the quarter.
  • BOK Financial sold 35,000 Invesco Solar ETF shares in Q1 2024, an estimated $1.87M.
  • BOK Financial first reported a position in Invesco Solar ETF in Q1 2020 and held it in 3 quarters.
  • BOK Financial's Invesco Solar ETF position peaked at $1.87M in Q4 2023.
  • 241 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2024.

Based on BOK Financial's 13F filing for Q1 2024, filed 15 May 2024.