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Gladstone Institutional Advisory’s Invesco Solar ETF TAN Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-5,286
Closed -$282K – 712
2023
Q4 		$282K Buy
5,286
+443
+9% +$20.7K 0.02% 536
2023
Q3 		$251K Buy
4,843
+450
+10% +$27.7K 0.02% 525
2023
Q2 		$314K Sell
4,393
-2,453
-36% -$177K 0.02% 514
2023
Q1 		$531K Sell
6,846
-652
-9% -$50K 0.03% 388
2022
Q4 		$547K Sell
7,498
-397
-5% -$29.9K 0.04% 379
2022
Q3 		$581K Buy
7,895
+488
+7% +$39.4K 0.05% 366
2022
Q2 		$529K Buy
7,407
+992
+15% +$68.7K 0.04% 397
2022
Q1 		$484K Sell
6,415
-988
-13% -$68.3K 0.03% 434
2021
Q4 		$570K Buy
+7,403
New +$649K 0.04% 354
2021
Q3 		– Sell
-4,967
Closed -$444K – 596
2021
Q2 		$444K Buy
4,967
+470
+10% +$38.2K 0.05% 317
2021
Q1 		$413K Buy
+4,497
New +$473K 0.06% 261

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Gladstone Institutional Advisory's TAN Position: Q1 2024 in Review

Gladstone Institutional Advisory sold out of Invesco Solar ETF (TAN) in Q1 2024, closing a stake of 5,286 shares — an estimated $282K sold.

Gladstone Institutional Advisory first reported a position in TAN in Q1 2021 and held it in 11 quarters. The position peaked at $581K in Q3 2022. 241 funds tracked by Wall St. Rank hold TAN as of Q1 2024.

  • Gladstone Institutional Advisory reported no remaining Invesco Solar ETF position as of Q1 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 5,286 Invesco Solar ETF shares in Q1 2024, an estimated $282K.
  • Gladstone Institutional Advisory first reported a position in Invesco Solar ETF in Q1 2021 and held it in 11 quarters.
  • Gladstone Institutional Advisory's Invesco Solar ETF position peaked at $581K in Q3 2022.
  • 241 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2024, filed 14 May 2024.