Foundations Investment Advisors’s Invesco Solar ETF TAN Stock Holding History

Foundations Investment 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
2026 Q1	$240K	Sell	4,310 -19,572	-82%	-$1.08M	﹤0.01%	1012
2025 Q4	$1.17M	Buy	+23,882	New	+$1.15M	0.02%	468
2024 Q3	–	Sell	-19,546	Closed	-$786K	–	860
2024 Q2	$786K	Buy	+19,546	New	+$854K	0.02%	391
2022 Q3	–	Sell	-6,979	Closed	-$496K	–	437
2022 Q2	$496K	Sell	6,979 -8	-0.1%	-$554	0.02%	230
2022 Q1	$503K	Sell	6,987 -211	-3%	-$14.6K	0.02%	192
2021 Q4	$520K	Sell	7,198 -524	-7%	-$45.9K	0.02%	201
2021 Q3	$600K	Sell	7,722 -233	-3%	-$19.6K	0.03%	154
2021 Q2	$702K	Buy	7,955 +28	+0.4%	+$2.28K	0.03%	129
2021 Q1	$686K	Buy	7,927 +194	+3%	+$20.4K	0.04%	113
2020 Q4	$921K	Sell	7,733 -371	-5%	-$29.7K	0.06%	79
2020 Q3	$540K	Buy	8,104 +533	+7%	+$26.8K	0.12%	101
2020 Q2	$283K	Buy	+7,571	New	+$240K	0.03%	142

Other funds holding TAN

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return