Core Wealth Advisors (Florida)’s Invesco Solar ETF TAN Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-298	Closed	-$13.5K	–	216
2024 Q1	$13.5K	Hold	298	–	–	﹤0.01%	166
2023 Q4	$15.9K	Hold	298	–	–	0.01%	150
2023 Q3	$15.4K	Hold	298	–	–	0.01%	127
2023 Q2	$21.3K	Hold	298	–	–	0.01%	110
2023 Q1	$23.1K	Hold	298	–	–	0.01%	104
2022 Q4	$21.7K	Hold	298	–	–	0.01%	112
2022 Q3	$22K	Hold	298	–	–	0.01%	91
2022 Q2	$21K	Hold	298	–	–	0.01%	105
2022 Q1	$22K	Buy	+298	New	+$20.6K	0.01%	114

Other funds holding TAN

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Core Wealth Advisors (Florida)'s TAN Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Invesco Solar ETF (TAN) in Q2 2024, closing a stake of 298 shares — an estimated $13.5K sold.

Core Wealth Advisors (Florida) first reported a position in TAN in Q1 2022 and held it in 9 quarters. The position peaked at $23.1K in Q1 2023. 234 funds tracked by Wall St. Rank hold TAN as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Invesco Solar ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 298 Invesco Solar ETF shares in Q2 2024, an estimated $13.5K.
Core Wealth Advisors (Florida) first reported a position in Invesco Solar ETF in Q1 2022 and held it in 9 quarters.
Core Wealth Advisors (Florida)'s Invesco Solar ETF position peaked at $23.1K in Q1 2023.
234 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.