FinTrust Capital Advisors’s Invesco Solar ETF TAN Stock Holding History

FinTrust Capital Advisors’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	$40K	Hold	928	–	–	0.01%	639
2024 Q2	$37.3K	Sell	928 -1,200	-56%	-$52.4K	0.01%	622
2024 Q1	$96.5K	Buy	2,128 +928	+77%	+$41.4K	0.02%	396
2023 Q4	$64K	Hold	1,200	–	–	0.01%	436
2023 Q3	$62.1K	Hold	1,200	–	–	0.01%	416
2023 Q2	$87.5K	Hold	1,200	–	–	0.02%	371
2023 Q1	$87.5K	Hold	1,200	–	–	0.02%	369
2022 Q4	$87.5K	Hold	1,200	–	–	0.02%	369
2022 Q3	$82K	Hold	1,200	–	–	0.02%	417
2022 Q2	$86K	Hold	1,200	–	–	0.02%	425
2022 Q1	$91K	Hold	1,200	–	–	0.02%	447
2021 Q4	$92K	Sell	1,200 -460	-28%	-$40.3K	0.02%	443
2021 Q3	$133K	Buy	1,660 +1,200	+261%	+$101K	0.04%	349
2021 Q2	$41K	Hold	460	–	–	0.01%	593
2021 Q1	$42K	Hold	460	–	–	0.01%	567
2020 Q4	$47K	Hold	460	–	–	0.02%	511
2020 Q3	$30	Buy	+460	New	+$23.1K	0.01%	571

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