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Cookson Peirce & Co’s Invesco Solar ETF TAN Stock Holding History

Cookson Peirce & Co’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
2023
Q1 		– Sell
-6,911
Closed -$504K – 256
2022
Q4 		$504K Buy
6,911
+1,130
+20% +$85.2K 0.03% 135
2022
Q3 		$426K Buy
5,781
+271
+5% +$21.9K 0.03% 140
2022
Q2 		$393K Buy
+5,510
New +$382K 0.03% 143
2021
Q3 		– Sell
-2,375
Closed -$212K – 241
2021
Q2 		$212K Hold
2,375
– – 0.01% 203
2021
Q1 		$218K Hold
2,375
– – 0.01% 165
2020
Q4 		$244K Buy
+2,375
New +$190K 0.02% 145

Other funds holding TAN

Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return