Creative Planning
TAN icon

Creative Planning’s Invesco Solar ETF TAN Stock Holding History

Creative Planning’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
2023
Q3 		– Sell
-100
Closed -$1.52K – 3036
2023
Q2 		$1.52K Hold
100
– – ﹤0.01% 2604
2023
Q1 		$2.13K Hold
100
– – ﹤0.01% 2517
2022
Q4 		$2.07K Buy
+100
New +$7.54K ﹤0.01% 2430
2021
Q3 		– Sell
-1,200
Closed -$15K – 2223
2021
Q2 		$15K Buy
1,200
+700
+140% +$56.9K ﹤0.01% 1997
2021
Q1 		$10K Buy
+500
New +$52.5K ﹤0.01% 2478

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B 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 $789M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B 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