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 $93.1B AUM 61.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return