EWM
TAN icon

Elmwood Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Elmwood Wealth 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
2024
Q1 		– Sell
-7,205
Closed -$384K – 124
2023
Q4 		$384K Sell
7,205
-8,036
-53% -$376K 0.27% 83
2023
Q3 		$789K Buy
+15,241
New +$938K 0.38% 81

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Elmwood Wealth Management's TAN Position: Q1 2024 in Review

Elmwood Wealth Management sold out of Invesco Solar ETF (TAN) in Q1 2024, closing a stake of 7,205 shares — an estimated $384K sold.

Elmwood Wealth Management first reported a position in TAN in Q3 2023 and held it in 2 quarters. The position peaked at $789K in Q3 2023. 241 funds tracked by Wall St. Rank hold TAN as of Q1 2024.

  • Elmwood Wealth Management reported no remaining Invesco Solar ETF position as of Q1 2024 after selling out during the quarter.
  • Elmwood Wealth Management sold 7,205 Invesco Solar ETF shares in Q1 2024, an estimated $384K.
  • Elmwood Wealth Management first reported a position in Invesco Solar ETF in Q3 2023 and held it in 2 quarters.
  • Elmwood Wealth Management's Invesco Solar ETF position peaked at $789K in Q3 2023.
  • 241 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2024.

Based on Elmwood Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.