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Consolidated Portfolio Review Corp’s Invesco Solar ETF TAN Stock Holding History

Consolidated Portfolio Review Corp’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
Q1 		– Sell
-5,755
Closed -$307K – 326
2023
Q4 		$307K Sell
5,755
-399
-6% -$18.7K 0.07% 231
2023
Q3 		$319K Buy
6,154
+295
+5% +$18.2K 0.08% 230
2023
Q2 		$418K Buy
+5,859
New +$423K 0.1% 184

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Consolidated Portfolio Review Corp's TAN Position: Q1 2024 in Review

Consolidated Portfolio Review Corp sold out of Invesco Solar ETF (TAN) in Q1 2024, closing a stake of 5,755 shares — an estimated $307K sold.

Consolidated Portfolio Review Corp first reported a position in TAN in Q2 2023 and held it in 3 quarters. The position peaked at $418K in Q2 2023. 241 funds tracked by Wall St. Rank hold TAN as of Q1 2024.

  • Consolidated Portfolio Review Corp reported no remaining Invesco Solar ETF position as of Q1 2024 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 5,755 Invesco Solar ETF shares in Q1 2024, an estimated $307K.
  • Consolidated Portfolio Review Corp first reported a position in Invesco Solar ETF in Q2 2023 and held it in 3 quarters.
  • Consolidated Portfolio Review Corp's Invesco Solar ETF position peaked at $418K in Q2 2023.
  • 241 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2024.

Based on Consolidated Portfolio Review Corp's 13F filing for Q1 2024, filed 30 Apr 2024.