Carmel Capital Partners’s Invesco Solar ETF TAN Stock Holding History

Carmel Capital Partners’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
2023 Q4	–	Sell	-100	Closed	-$5.18K	–	628
2023 Q3	$5.18K	Hold	100	–	–	﹤0.01%	540
2023 Q2	$7.14K	Hold	100	–	–	﹤0.01%	299
2023 Q1	$7.76K	Buy	+100	New	+$7.66K	﹤0.01%	340

Other funds holding TAN

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carmel Capital Partners's TAN Position: Q4 2023 in Review

Carmel Capital Partners sold out of Invesco Solar ETF (TAN) in Q4 2023, closing a stake of 100 shares — an estimated $5.18K sold.

Carmel Capital Partners first reported a position in TAN in Q1 2023 and held it in 3 quarters. The position peaked at $7.76K in Q1 2023. 286 funds tracked by Wall St. Rank hold TAN as of Q4 2023.

Carmel Capital Partners reported no remaining Invesco Solar ETF position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 100 Invesco Solar ETF shares in Q4 2023, an estimated $5.18K.
Carmel Capital Partners first reported a position in Invesco Solar ETF in Q1 2023 and held it in 3 quarters.
Carmel Capital Partners's Invesco Solar ETF position peaked at $7.76K in Q1 2023.
286 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.