D.A. Davidson & Co’s Invesco Solar ETF TAN Stock Holding History

D.A. Davidson & Co’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 Q3	–	Sell	-5,923	Closed	-$238K	–	1442
2024 Q2	$238K	Sell	5,923 -40	-0.7%	-$1.75K	﹤0.01%	1234
2024 Q1	$271K	Buy	+5,963	New	+$266K	﹤0.01%	1213
2017 Q3	–	Sell	-1,620	Closed	-$32K	–	1885
2017 Q2	$32K	Buy	1,620 +500	+45%	+$9.08K	﹤0.01%	1686
2017 Q1	$19K	Sell	1,120 -50	-4%	-$891	﹤0.01%	1843
2016 Q4	$19K	Hold	1,170	–	–	﹤0.01%	1946
2016 Q3	$23K	Buy	1,170 +670	+134%	+$14.1K	﹤0.01%	1816
2016 Q2	$10K	Hold	500	–	–	﹤0.01%	1965
2016 Q1	$11K	Hold	500	–	–	﹤0.01%	1891
2015 Q4	$15K	Hold	500	–	–	﹤0.01%	1786
2015 Q3	$13K	Buy	+500	New	+$16.2K	﹤0.01%	1798

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 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

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

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

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

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

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