CT
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Cambridge Trust’s Invesco Solar ETF TAN Stock Holding History

Cambridge Trust’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 		$5.67K Hold
125
– – ﹤0.01% 604
2023
Q4 		$6.67K Hold
125
– – ﹤0.01% 606
2023
Q3 		$6.47K Hold
125
– – ﹤0.01% 611
2023
Q2 		$8.93K Hold
125
– – ﹤0.01% 606
2023
Q1 		$9.7K Hold
125
– – ﹤0.01% 635
2022
Q4 		$9K Hold
125
– – ﹤0.01% 653
2022
Q3 		$9K Hold
125
– – ﹤0.01% 666
2022
Q2 		$9K Hold
125
– – ﹤0.01% 699
2022
Q1 		$9K Sell
125
-275
-69% -$19K ﹤0.01% 763
2021
Q4 		$31K Buy
+400
New +$35.1K ﹤0.01% 615

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

Cambridge Trust's TAN Position: Q1 2024 in Review

Cambridge Trust held its Invesco Solar ETF (TAN) position steady in Q1 2024 at 125 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Cambridge Trust first reported a position in TAN in Q4 2021 and has held it in 10 quarters since. The position peaked at $31K in Q4 2021. 241 funds tracked by Wall St. Rank hold TAN as of Q1 2024.

  • Cambridge Trust held 125 shares of Invesco Solar ETF worth $5.67K as of Q1 2024.
  • Cambridge Trust left its Invesco Solar ETF share count unchanged in Q1 2024.
  • Invesco Solar ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #604 holding.
  • Cambridge Trust first reported a position in Invesco Solar ETF in Q4 2021 and has held it in 10 quarters since.
  • Cambridge Trust's Invesco Solar ETF position peaked at $31K in Q4 2021.
  • 241 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.