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Cox Capital Management’s Invesco Solar ETF TAN Stock Holding History

Cox Capital Management’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
2025
Q1 		– Sell
-22,006
Closed -$729K – 68
2024
Q4 		$729K Buy
+22,006
New +$812K 0.47% 56

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Bank of America
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UBS Group
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Verition Fund Management
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Goldman Sachs
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National Bank of Canada
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MIH
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Cox Capital Management's TAN Position: Q1 2025 in Review

Cox Capital Management sold out of Invesco Solar ETF (TAN) in Q1 2025, closing a stake of 22,006 shares — an estimated $729K sold.

Cox Capital Management first reported a position in TAN in Q4 2024 and held it in 1 quarter. The position peaked at $729K in Q4 2024. 184 funds tracked by Wall St. Rank hold TAN as of Q1 2025.

  • Cox Capital Management reported no remaining Invesco Solar ETF position as of Q1 2025 after selling out during the quarter.
  • Cox Capital Management sold 22,006 Invesco Solar ETF shares in Q1 2025, an estimated $729K.
  • Cox Capital Management first reported a position in Invesco Solar ETF in Q4 2024 and held it in 1 quarter.
  • Cox Capital Management's Invesco Solar ETF position peaked at $729K in Q4 2024.
  • 184 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2025.

Based on Cox Capital Management's 13F filing for Q1 2025, filed 9 Apr 2025.