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Concord Wealth Partners’s Invesco Solar ETF TAN Stock Holding History

Concord Wealth Partners’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
2025
Q1 		– Sell
-131
Closed -$4.34K – 965
2024
Q4 		$4.34K Hold
131
– – ﹤0.01% 623
2024
Q3 		$5.65K Sell
131
-80
-38% -$3.27K ﹤0.01% 618
2024
Q2 		$8.48K Sell
211
-200
-49% -$8.74K ﹤0.01% 526
2024
Q1 		$18.6K Buy
411
+172
+72% +$7.67K ﹤0.01% 497
2023
Q4 		$12.8K Sell
239
-971
-80% -$45.5K ﹤0.01% 539
2023
Q3 		$62.7K Sell
1,210
-345
-22% -$21.2K 0.01% 347
2023
Q2 		$111K Buy
1,555
+634
+69% +$45.7K 0.02% 265
2023
Q1 		$71.5K Buy
921
+270
+41% +$20.7K 0.02% 298
2022
Q4 		$47.5K Buy
+651
New +$49.1K 0.01% 383
2022
Q3 		– Sell
-8
Closed -$1K – 1032
2022
Q2 		$1K Buy
+8
New +$554 ﹤0.01% 1197

Other funds holding TAN

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Concord Wealth Partners's TAN Position: Q1 2025 in Review

Concord Wealth Partners sold out of Invesco Solar ETF (TAN) in Q1 2025, closing a stake of 131 shares — an estimated $4.34K sold.

Concord Wealth Partners first reported a position in TAN in Q2 2022 and held it in 10 quarters. The position peaked at $111K in Q2 2023. 184 funds tracked by Wall St. Rank hold TAN as of Q1 2025.

  • Concord Wealth Partners reported no remaining Invesco Solar ETF position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 131 Invesco Solar ETF shares in Q1 2025, an estimated $4.34K.
  • Concord Wealth Partners first reported a position in Invesco Solar ETF in Q2 2022 and held it in 10 quarters.
  • Concord Wealth Partners's Invesco Solar ETF position peaked at $111K in Q2 2023.
  • 184 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.