BFM
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Boothbay Fund Management’s Invesco Solar ETF TAN Stock Holding History

Boothbay Fund 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
2024
Q2 		– Sell
-5,588
Closed -$254K – 1898
2024
Q1 		$254K Buy
+5,588
New +$249K 0.01% 1259
2023
Q4 		– Hold
0
– – – 2044
2023
Q3 		– Hold
0
– – – 2136
2022
Q1 		– Sell
-7,560
Closed -$582K – 2604
2021
Q4 		$582K Buy
+7,560
New +$662K 0.02% 951
2021
Q2 		– Sell
-5,433
Closed -$499K – 2185
2021
Q1 		$499K Sell
5,433
-5,345
-50% -$562K 0.03% 949
2020
Q4 		$1.11M Buy
+10,778
New +$863K 0.06% 458

Other funds holding TAN

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CI
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return