CA
TAN icon

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 – 1259
2019
Q1 		$14K Buy
+620
New +$14.1K ﹤0.01% 1106

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

Cetera Advisors's TAN Position: Q1 2024 in Review

Cetera Advisors sold out of Invesco Solar ETF (TAN) in Q1 2024, closing a stake of 5,040 shares — an estimated $269K sold.

Cetera Advisors first reported a position in TAN in Q1 2019 and held it in 15 quarters. The position peaked at $1.4M in Q3 2021. 241 funds tracked by Wall St. Rank hold TAN as of Q1 2024.

  • Cetera Advisors reported no remaining Invesco Solar ETF position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisors sold 5,040 Invesco Solar ETF shares in Q1 2024, an estimated $269K.
  • Cetera Advisors first reported a position in Invesco Solar ETF in Q1 2019 and held it in 15 quarters.
  • Cetera Advisors's Invesco Solar ETF position peaked at $1.4M in Q3 2021.
  • 241 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.