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Coppell Advisory Solutions’s Invesco Solar ETF TAN Stock Holding History

Coppell Advisory Solutions’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
Q4 		– Sell
-34
Closed -$1.46K – 2072
2024
Q3 		$1.46K Buy
+34
New +$1.39K ﹤0.01% 1508

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MIFH
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UBS Group
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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
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Coppell Advisory Solutions's TAN Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of Invesco Solar ETF (TAN) in Q4 2024, closing a stake of 34 shares — an estimated $1.46K sold.

Coppell Advisory Solutions first reported a position in TAN in Q3 2024 and held it in 1 quarter. The position peaked at $1.46K in Q3 2024. 201 funds tracked by Wall St. Rank hold TAN as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining Invesco Solar ETF position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 34 Invesco Solar ETF shares in Q4 2024, an estimated $1.46K.
  • Coppell Advisory Solutions first reported a position in Invesco Solar ETF in Q3 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's Invesco Solar ETF position peaked at $1.46K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.