Cassady Schiller Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Cassady Schiller 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 Q4	$1.16K	Hold	35	–	–	﹤0.01%	750
2024 Q3	$1.51K	Hold	35	–	–	﹤0.01%	406
2024 Q2	$1.41K	Hold	35	–	–	﹤0.01%	409
2024 Q1	$1.59K	Hold	35	–	–	﹤0.01%	433
2023 Q4	$1.87K	Hold	35	–	–	﹤0.01%	393
2023 Q3	$1.81K	Hold	35	–	–	﹤0.01%	410
2023 Q2	$2.5K	Hold	35	–	–	﹤0.01%	413
2023 Q1	$2.72K	Hold	35	–	–	﹤0.01%	391
2022 Q4	$2.55K	Buy	+35	New	+$2.64K	﹤0.01%	408

Other funds holding TAN

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

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

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

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 Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Cassady Schiller Wealth Management's TAN Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Invesco Solar ETF (TAN) position steady in Q4 2024 at 35 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Cassady Schiller Wealth Management first reported a position in TAN in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.72K in Q1 2023. 201 funds tracked by Wall St. Rank hold TAN as of Q4 2024.

Cassady Schiller Wealth Management held 35 shares of Invesco Solar ETF worth $1.16K as of Q4 2024.
Cassady Schiller Wealth Management left its Invesco Solar ETF share count unchanged in Q4 2024.
Invesco Solar ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #750 holding.
Cassady Schiller Wealth Management first reported a position in Invesco Solar ETF in Q4 2022 and has held it in 9 quarters since.
Cassady Schiller Wealth Management's Invesco Solar ETF position peaked at $2.72K in Q1 2023.
201 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.