First Personal Financial Services’s Invesco Solar ETF TAN Stock Holding History

First Personal Financial Services’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	$8.41K	Sell	195 -35	-15%	-$1.43K	﹤0.01%	316
2024 Q2	$9.25K	Hold	230	–	–	﹤0.01%	281
2024 Q1	$10.4K	Hold	230	–	–	﹤0.01%	277
2023 Q4	$12.3K	Hold	230	–	–	﹤0.01%	292
2023 Q3	$11.9K	Hold	230	–	–	﹤0.01%	292
2023 Q2	$16.4K	Hold	230	–	–	﹤0.01%	285
2023 Q1	$17.9K	Hold	230	–	–	﹤0.01%	289
2022 Q4	$16.8K	Hold	230	–	–	﹤0.01%	301
2022 Q3	$17K	Sell	230 -50	-18%	-$4.04K	﹤0.01%	302
2022 Q2	$20K	Hold	280	–	–	0.01%	234
2022 Q1	$21K	Sell	280 -65	-19%	-$4.49K	﹤0.01%	245
2021 Q4	$27K	Buy	345 +150	+77%	+$13.1K	0.01%	232
2021 Q3	$16K	Hold	195	–	–	﹤0.01%	262
2021 Q2	$17K	Hold	195	–	–	﹤0.01%	267
2021 Q1	$18K	Hold	195	–	–	﹤0.01%	250
2020 Q4	$20K	Hold	195	–	–	0.01%	243
2020 Q3	$13K	Hold	195	–	–	﹤0.01%	252
2020 Q2	$7K	Hold	195	–	–	﹤0.01%	270
2020 Q1	$5K	Hold	195	–	–	﹤0.01%	266
2019 Q4	$6K	Hold	195	–	–	﹤0.01%	305
2019 Q3	$6K	Buy	+195	New	+$5.82K	﹤0.01%	387
2016 Q2	–	Sell	-467	Closed	-$11K	–	830
2016 Q1	$11K	Hold	467	–	–	0.01%	260
2015 Q4	$14K	Hold	467	–	–	0.01%	269
2015 Q3	$13K	Hold	467	–	–	0.01%	268
2015 Q2	$19K	Hold	467	–	–	0.01%	237
2015 Q1	$21K	Buy	467 +222	+91%	+$8.55K	0.01%	223
2014 Q4	$8K	Buy	+245	New	+$8.78K	﹤0.01%	276

Other funds holding TAN

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

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

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

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

MIH

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

First Personal Financial Services's TAN Position: Q3 2024 in Review

First Personal Financial Services reduced its Invesco Solar ETF (TAN) stake by 15% in Q3 2024, selling an estimated $1.43K and leaving 195 shares worth $8.41K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

First Personal Financial Services first reported a position in TAN in Q4 2014 and has held it in 27 quarters since. The position peaked at $27K in Q4 2021. 219 funds tracked by Wall St. Rank hold TAN as of Q3 2024.

First Personal Financial Services held 195 shares of Invesco Solar ETF worth $8.41K as of Q3 2024.
First Personal Financial Services sold 35 Invesco Solar ETF shares in Q3 2024, an estimated $1.43K.
Invesco Solar ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #316 holding.
First Personal Financial Services first reported a position in Invesco Solar ETF in Q4 2014 and has held it in 27 quarters since.
First Personal Financial Services's Invesco Solar ETF position peaked at $27K in Q4 2021.
219 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.