Financial Network Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Financial Network 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
2025 Q1	$53K	Buy	+1,759	New	+$58.8K	0.02%	217
2024 Q4	–	Sell	-6,013	Closed	-$259K	–	116
2024 Q3	$259K	Sell	6,013 -523	-8%	-$21.4K	0.09%	99
2024 Q2	$262K	Buy	+6,536	New	+$286K	0.1%	90
2024 Q1	–	Sell	-6,872	Closed	-$366K	–	87
2023 Q4	$366K	Sell	6,872 -45	-0.7%	-$2.11K	0.16%	72
2023 Q3	$341K	Buy	6,917 +359	+5%	+$22.1K	0.17%	67
2023 Q2	$447K	Hold	6,558	–	–	0.21%	61
2023 Q1	$509K	Hold	6,558	–	–	0.25%	59
2022 Q4	$478K	Hold	6,558	–	–	0.26%	60
2022 Q3	$483K	Buy	6,558 +127	+2%	+$10.2K	0.3%	44
2022 Q2	$459K	Hold	6,431	–	–	0.27%	46
2022 Q1	$485K	Sell	6,431 -104	-2%	-$7.19K	0.25%	51
2021 Q4	$503K	Sell	6,535 -65	-1%	-$5.7K	0.25%	49
2021 Q3	$528K	Hold	6,600	–	–	0.3%	39
2021 Q2	$590K	Hold	6,600	–	–	0.35%	36
2021 Q1	$606K	Hold	6,600	–	–	0.4%	32
2020 Q4	$678K	Buy	+6,600	New	+$528K	0.53%	29

Other funds holding TAN

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Financial Network Wealth Management's TAN Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in Invesco Solar ETF (TAN) in Q1 2025: 1,759 shares worth $53K. The stake represents 0.02% of the portfolio and ranks #217 among its holdings. This is a return to the name: Financial Network Wealth Management previously reported a position in TAN as recently as Q3 2024.

Financial Network Wealth Management first reported a position in TAN in Q4 2020 and has held it in 16 quarters since. The position peaked at $678K in Q4 2020. 184 funds tracked by Wall St. Rank hold TAN as of Q1 2025.

Financial Network Wealth Management held 1,759 shares of Invesco Solar ETF worth $53K as of Q1 2025.
Invesco Solar ETF was a new Financial Network Wealth Management position in Q1 2025.
Invesco Solar ETF made up 0.02% of Financial Network Wealth Management's portfolio in Q1 2025, its #217 holding.
Financial Network Wealth Management first reported a position in Invesco Solar ETF in Q4 2020 and has held it in 16 quarters since.
Financial Network Wealth Management's Invesco Solar ETF position peaked at $678K in Q4 2020.
184 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.