Clal Insurance’s Invesco Solar ETF TAN Stock Holding History

Clal Insurance’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
2026 Q1	$99.2M	Buy	+1,780,400	New	+$98.5M	0.6%	39
2025 Q3	–	Sell	-361,000	Closed	-$12.4M	–	226
2025 Q2	$12.4M	Sell	361,000 -1,544,000	-81%	-$48.5M	0.12%	78
2025 Q1	$58M	Sell	1,905,000 -135,000	-7%	-$4.51M	0.6%	43
2024 Q4	$67.6M	Sell	2,040,000 -560,000	-22%	-$20.7M	0.61%	38
2024 Q3	$112M	Buy	2,600,000 +1,750,000	+206%	+$71.6M	0.99%	28
2024 Q2	$34.2M	Sell	850,000 -1,330,000	-61%	-$58.1M	0.36%	49
2024 Q1	$98.9M	Sell	2,180,000 -2,020,000	-48%	-$90.1M	1.12%	24
2023 Q4	$224M	Buy	4,200,000 +2,208,356	+111%	+$103M	2.93%	11
2023 Q3	$107M	Buy	1,991,644 +11,644	+0.6%	+$717K	1.49%	17
2023 Q2	$141M	Hold	1,980,000	–	–	1.69%	18
2023 Q1	$154M	Hold	1,980,000	–	–	2.3%	14
2022 Q4	$144M	Buy	1,980,000 +426,000	+27%	+$32.1M	2.17%	14
2022 Q3	$114M	Buy	1,554,000 +1,154,000	+289%	+$93.1M	1.57%	19
2022 Q2	$28.6M	Buy	400,000 +375,000	+1,500%	+$26M	0.38%	63
2022 Q1	$1.89M	Sell	25,000 -1,559,654	-98%	-$108M	0.02%	129
2021 Q4	$122M	Sell	1,584,654 -163,000	-9%	-$14.3M	1.32%	22
2021 Q3	$140M	Buy	1,747,654 +7,500	+0.4%	+$631K	1.6%	17
2021 Q2	$155M	Sell	1,740,154 -219,000	-11%	-$17.8M	1.81%	14
2021 Q1	$180M	Sell	1,959,154 -681,500	-26%	-$71.6M	2.12%	7
2020 Q4	$254M	Buy	2,640,654 +409,654	+18%	+$32.8M	3.45%	3
2020 Q3	$145M	Buy	2,231,000 +655,000	+42%	+$32.9M	2.44%	11
2020 Q2	$56.9M	Hold	1,576,000	–	–	1.13%	37
2020 Q1	$39.8M	Buy	+1,576,000	New	+$51.4M	0.99%	36

Other funds holding TAN

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Bank of America

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

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

Wealth High Governance Asset Management Sao Paulo $641M AUM