FRG Family Wealth Advisors’s Invesco Solar ETF TAN Stock Holding History

FRG Family Wealth 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 Q2	–	Sell	-760	Closed	-$30.7K	–	334
2024 Q1	$30.7K	Buy	+760	New	+$33.9K	0.01%	220

Other funds holding TAN

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

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

FRG Family Wealth Advisors's TAN Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Invesco Solar ETF (TAN) in Q2 2024, closing a stake of 760 shares — an estimated $30.7K sold.

FRG Family Wealth Advisors first reported a position in TAN in Q1 2024 and held it in 1 quarter. The position peaked at $30.7K in Q1 2024. 234 funds tracked by Wall St. Rank hold TAN as of Q2 2024.

FRG Family Wealth Advisors reported no remaining Invesco Solar ETF position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 760 Invesco Solar ETF shares in Q2 2024, an estimated $30.7K.
FRG Family Wealth Advisors first reported a position in Invesco Solar ETF in Q1 2024 and held it in 1 quarter.
FRG Family Wealth Advisors's Invesco Solar ETF position peaked at $30.7K in Q1 2024.
234 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.