Claro Advisors’s Invesco Solar ETF TAN Stock Holding History

Claro 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
2023 Q2	–	Sell	-7,083	Closed	-$550K	–	397
2023 Q1	$550K	Sell	7,083 -661	-9%	-$50.6K	0.16%	158
2022 Q4	$565K	Sell	7,744 -1,110	-13%	-$83.6K	0.18%	137
2022 Q3	$632K	Hold	8,854	–	–	0.25%	100
2022 Q2	$632K	Sell	8,854 -7,084	-44%	-$491K	0.25%	100
2022 Q1	$1.23M	Hold	15,938	–	–	0.44%	52
2021 Q4	$1.23M	Sell	15,938 -198	-1%	-$17.4K	0.44%	52
2021 Q3	$1.29M	Buy	16,136 +1,335	+9%	+$112K	0.54%	42
2021 Q2	$1.32M	Buy	14,801 +496	+3%	+$40.3K	0.6%	40
2021 Q1	$1.31M	Buy	14,305 +2,747	+24%	+$289K	0.67%	33
2020 Q4	$1.19M	Buy	+11,558	New	+$925K	0.63%	38
2019 Q1	–	Sell	-200	Closed	-$4K	–	841
2018 Q4	$4K	Buy	+200	New	+$3.94K	﹤0.01%	830

Other funds holding TAN

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

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

Bank of America

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

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

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

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

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

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

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Susquehanna International Group

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