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	–	219
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 $1.21T AUM 78.12% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Clear Investment Research's TAN Position: Q2 2024 in Review

Clear Investment Research sold out of Invesco Solar ETF (TAN) in Q2 2024, closing a stake of 197 shares — an estimated $8.94K sold.

Clear Investment Research first reported a position in TAN in Q4 2020 and held it in 14 quarters. The position peaked at $18K in Q2 2021. 234 funds tracked by Wall St. Rank hold TAN as of Q2 2024.

Clear Investment Research reported no remaining Invesco Solar ETF position as of Q2 2024 after selling out during the quarter.
Clear Investment Research sold 197 Invesco Solar ETF shares in Q2 2024, an estimated $8.94K.
Clear Investment Research first reported a position in Invesco Solar ETF in Q4 2020 and held it in 14 quarters.
Clear Investment Research's Invesco Solar ETF position peaked at $18K in Q2 2021.
234 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2024.

Based on Clear Investment Research's 13F filing for Q2 2024, filed 8 Aug 2024.