CarsonAllaria Wealth Management’s Invesco Solar ETF TAN Stock Holding History

CarsonAllaria Wealth 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 Q1	–	Sell	-45	Closed	-$2.4K	–	410
2023 Q4	$2.4K	Hold	45	–	–	﹤0.01%	296
2023 Q3	$2.33K	Hold	45	–	–	﹤0.01%	296
2023 Q2	$3.21K	Hold	45	–	–	﹤0.01%	294
2023 Q1	$3.49K	Hold	45	–	–	﹤0.01%	277
2022 Q4	$3K	Hold	45	–	–	﹤0.01%	272
2022 Q3	$3K	Hold	45	–	–	﹤0.01%	268
2022 Q2	$3K	Hold	45	–	–	﹤0.01%	268
2022 Q1	$3K	Hold	45	–	–	﹤0.01%	290
2021 Q4	$3K	Buy	+45	New	+$3.94K	﹤0.01%	304

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

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

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

Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CarsonAllaria Wealth Management's TAN Position: Q1 2024 in Review

CarsonAllaria Wealth Management sold out of Invesco Solar ETF (TAN) in Q1 2024, closing a stake of 45 shares — an estimated $2.4K sold.

CarsonAllaria Wealth Management first reported a position in TAN in Q4 2021 and held it in 9 quarters. The position peaked at $3.49K in Q1 2023. 241 funds tracked by Wall St. Rank hold TAN as of Q1 2024.

CarsonAllaria Wealth Management reported no remaining Invesco Solar ETF position as of Q1 2024 after selling out during the quarter.
CarsonAllaria Wealth Management sold 45 Invesco Solar ETF shares in Q1 2024, an estimated $2.4K.
CarsonAllaria Wealth Management first reported a position in Invesco Solar ETF in Q4 2021 and held it in 9 quarters.
CarsonAllaria Wealth Management's Invesco Solar ETF position peaked at $3.49K in Q1 2023.
241 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.