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	–	1033
2022 Q2	$1K	Buy	+8	New	+$554	﹤0.01%	1197

Other funds holding TAN

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

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

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

Verition Fund Management

Verition Fund Management Greenwich, Connecticut $10.3B AUM 30.69% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

National Bank of Canada

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

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