Corient Private Wealth
TAN icon

Corient Private Wealth’s Invesco Solar ETF TAN Stock Holding History

Corient Private Wealth’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
2026
Q1 		$356K Sell
16,054
-15,024
-48% -$831K ﹤0.01% 2232
2025
Q4 		$1.53M Buy
31,078
+15,039
+94% +$724K ﹤0.01% 1664
2025
Q3 		$700K Hold
16,039
– – ﹤0.01% 1613
2025
Q2 		$550K Buy
+16,039
New +$504K ﹤0.01% 1654
2025
Q1 		– Sell
-15,887
Closed -$206K – 2438
2024
Q4 		$206K Sell
15,887
-4,070
-20% -$150K ﹤0.01% 2101
2024
Q3 		$860K Buy
19,957
+2,509
+14% +$103K ﹤0.01% 1476
2024
Q2 		$702K Hold
17,448
– – ﹤0.01% 1473
2024
Q1 		$792K Sell
17,448
-45
-0.3% -$2.01K ﹤0.01% 1404
2023
Q4 		$933K Buy
17,493
+1,821
+12% +$85.3K ﹤0.01% 1315
2023
Q3 		$812K Buy
15,672
+716
+5% +$44.1K ﹤0.01% 1268
2023
Q2 		$1.07M Sell
14,956
-756
-5% -$54.5K ﹤0.01% 1129
2023
Q1 		$1.22M Buy
15,712
+97
+0.6% +$7.43K ﹤0.01% 1014
2022
Q4 		$1.14M Buy
+15,615
New +$1.18M ﹤0.01% 870

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return