Caldwell Sutter Capital’s Invesco Solar ETF TAN Stock Holding History

Caldwell Sutter Capital’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	-70	Closed	-$2.32K	–	910
2024 Q4	$2.32K	Hold	70	–	–	﹤0.01%	730
2024 Q3	$3.02K	Hold	70	–	–	﹤0.01%	708
2024 Q2	$2.81K	Hold	70	–	–	﹤0.01%	710
2024 Q1	$3.18K	Hold	70	–	–	﹤0.01%	690
2023 Q4	$3.73K	Buy	70 +10	+17%	+$468	﹤0.01%	665
2023 Q3	$3.11K	Hold	60	–	–	﹤0.01%	665
2023 Q2	$4.29K	Buy	+60	New	+$4.33K	﹤0.01%	632

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

Caldwell Sutter Capital's TAN Position: Q1 2025 in Review

Caldwell Sutter Capital sold out of Invesco Solar ETF (TAN) in Q1 2025, closing a stake of 70 shares — an estimated $2.32K sold.

Caldwell Sutter Capital first reported a position in TAN in Q2 2023 and held it in 7 quarters. The position peaked at $4.29K in Q2 2023. 184 funds tracked by Wall St. Rank hold TAN as of Q1 2025.

Caldwell Sutter Capital reported no remaining Invesco Solar ETF position as of Q1 2025 after selling out during the quarter.
Caldwell Sutter Capital sold 70 Invesco Solar ETF shares in Q1 2025, an estimated $2.32K.
Caldwell Sutter Capital first reported a position in Invesco Solar ETF in Q2 2023 and held it in 7 quarters.
Caldwell Sutter Capital's Invesco Solar ETF position peaked at $4.29K in Q2 2023.
184 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2025.

Based on Caldwell Sutter Capital's 13F filing for Q1 2025, filed 16 Apr 2025.