CIBC Private Wealth Group
TAN icon

CIBC Private Wealth Group’s Invesco Solar ETF TAN Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$25.1K Buy
+511
New +$24.6K ﹤0.01% 2087
2024
Q4 		– Sell
-585
Closed -$25.2K – 3182
2024
Q3 		$25.2K Hold
585
– – ﹤0.01% 2057
2024
Q2 		$23.7K Sell
585
-138,487
-100% -$6.05M ﹤0.01% 1964
2024
Q1 		$6.27M Buy
+139,072
New +$6.2M 0.01% 381
2018
Q3 		– Sell
-875
Closed -$20K – 1642
2018
Q2 		$20K Hold
875
– – ﹤0.01% 1403
2018
Q1 		$21K Hold
875
– – ﹤0.01% 1379
2017
Q4 		$22K Buy
+875
New +$20.9K ﹤0.01% 1392

Other funds holding TAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHGAM
Wealth High Governance Asset Management Sao Paulo $641M AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $2.25B AUM 27.43% 1-Year Est. Return
WHGC
Wealth High Governance Capital Sao Paulo, Brazil $333M AUM 125.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return