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Bramshill Investments’s Invesco Solar ETF TAN Stock Holding History

Bramshill Investments’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
-45,754
Closed -$1.97M – 160
2024
Q3 		$1.97M Buy
45,754
+26,500
+138% +$1.08M 0.22% 19
2024
Q2 		$774K Hold
19,254
– – 0.08% 81
2024
Q1 		$874K Hold
19,254
– – 0.1% 72
2023
Q4 		$1.03M Hold
19,254
– – 0.1% 87
2023
Q3 		$997K Buy
+19,254
New +$1.19M 0.12% 61
2022
Q1 		– Sell
-4,486
Closed -$345K – 149
2021
Q4 		$345K Hold
4,486
– – 0.03% 114
2021
Q3 		$359K Hold
4,486
– – 0.03% 115
2021
Q2 		$401K Buy
+4,486
New +$365K 0.03% 111

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bramshill Investments's TAN Position: Q4 2024 in Review

Bramshill Investments sold out of Invesco Solar ETF (TAN) in Q4 2024, closing a stake of 45,754 shares — an estimated $1.97M sold.

Bramshill Investments first reported a position in TAN in Q2 2021 and held it in 8 quarters. The position peaked at $1.97M in Q3 2024. 201 funds tracked by Wall St. Rank hold TAN as of Q4 2024.

  • Bramshill Investments reported no remaining Invesco Solar ETF position as of Q4 2024 after selling out during the quarter.
  • Bramshill Investments sold 45,754 Invesco Solar ETF shares in Q4 2024, an estimated $1.97M.
  • Bramshill Investments first reported a position in Invesco Solar ETF in Q2 2021 and held it in 8 quarters.
  • Bramshill Investments's Invesco Solar ETF position peaked at $1.97M in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2024.

Based on Bramshill Investments's 13F filing for Q4 2024, filed 14 Feb 2025.