CT
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Colonial Trust’s Invesco Solar ETF TAN Stock Holding History

Colonial Trust’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 		$16.7K Hold
300
– – ﹤0.01% 702
2025
Q4 		$14.7K Hold
300
– – ﹤0.01% 713
2025
Q3 		$13.1K Hold
300
– – ﹤0.01% 722
2025
Q2 		$10.3K Hold
300
– – ﹤0.01% 748
2025
Q1 		$9.14K Hold
300
– – ﹤0.01% 767
2024
Q4 		$9.94K Hold
300
– – ﹤0.01% 944
2024
Q3 		$12.9K Hold
300
– – ﹤0.01% 773
2024
Q2 		$12.1K Hold
300
– – ﹤0.01% 748
2024
Q1 		$13.6K Hold
300
– – ﹤0.01% 715
2023
Q4 		$16K Hold
300
– – ﹤0.01% 661
2023
Q3 		$16.7K Hold
300
– – ﹤0.01% 630
2023
Q2 		$21.4K Hold
300
– – 0.01% 588
2023
Q1 		$23.3K Hold
300
– – 0.01% 559
2022
Q4 		$21.9K Buy
+300
New +$22.6K 0.01% 553

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Morgan Stanley
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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
LPL Financial
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
LP
LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return