Cetera Advisors’s Invesco Solar ETF TAN Stock Holding History

Cetera Advisors’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	-5,040	Closed	-$269K	–	2480
2023 Q4	$269K	Sell	5,040 -1,328	-21%	-$62.2K	﹤0.01%	1485
2023 Q3	$330K	Buy	6,368 +782	+14%	+$48.1K	0.01%	1273
2023 Q2	$399K	Buy	5,586 +162	+3%	+$11.7K	0.01%	1164
2023 Q1	$421K	Sell	5,424 -110	-2%	-$8.43K	0.01%	1107
2022 Q4	$404K	Buy	5,534 +149	+3%	+$11.2K	0.01%	1086
2022 Q3	$396K	Sell	5,385 -426	-7%	-$34.4K	0.01%	882
2022 Q2	$415K	Sell	5,811 -447	-7%	-$31K	0.01%	928
2022 Q1	$472K	Sell	6,258 -11,201	-64%	-$774K	0.01%	908
2021 Q4	$1.34M	Sell	17,459 -50	-0.3%	-$4.38K	0.03%	500
2021 Q3	$1.4M	Buy	17,509 +3,448	+25%	+$290K	0.03%	500
2021 Q2	$1.26M	Buy	14,061 +1,154	+9%	+$93.9K	0.03%	475
2021 Q1	$1.18M	Buy	12,907 +5,040	+64%	+$530K	0.03%	423
2020 Q4	$808K	Buy	+7,867	New	+$630K	0.03%	480
2019 Q4	–	Sell	-9,665	Closed	-$291K	–	953
2019 Q3	$291K	Buy	+9,665	New	+$289K	0.01%	694
2019 Q2	–	Sell	-620	Closed	-$14K	–	1260
2019 Q1	$14K	Buy	+620	New	+$14.1K	﹤0.01%	1106

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Electron Capital Partners New York $2.13B AUM 87.77% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Point72 Europe London, United Kingdom $1.84B AUM 25.99% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return