Clear Investment Research’s Invesco Solar ETF TAN Stock Holding History

Clear Investment Research’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 Q2	–	Sell	-197	Closed	-$8.94K	–	223
2024 Q1	$8.94K	Hold	197	–	–	0.01%	158
2023 Q4	$10.5K	Hold	197	–	–	0.01%	178
2023 Q3	$10.2K	Hold	197	–	–	0.02%	131
2023 Q2	$14.1K	Hold	197	–	–	0.02%	124
2023 Q1	$15.3K	Hold	197	–	–	0.03%	119
2022 Q4	$14K	Hold	197	–	–	0.03%	113
2022 Q3	$15K	Hold	197	–	–	0.03%	110
2022 Q2	$14K	Hold	197	–	–	0.03%	98
2022 Q1	$15K	Hold	197	–	–	0.03%	108
2021 Q4	$15K	Hold	197	–	–	0.02%	113
2021 Q3	$16K	Hold	197	–	–	0.03%	109
2021 Q2	$18K	Hold	197	–	–	0.03%	106
2021 Q1	$18K	Buy	197 +44	+29%	+$4.62K	0.03%	95
2020 Q4	$16K	Buy	+153	New	+$12.2K	0.03%	91

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

Susquehanna International Group

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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