Great Valley Advisor Group’s Invesco Solar ETF TAN Stock Holding History

Great Valley Advisor Group’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
2025 Q1	–	Sell	-14,231	Closed	-$471K	–	906
2024 Q4	$471K	Buy	+14,231	New	+$525K	0.01%	585
2022 Q1	–	Sell	-6,549	Closed	-$505K	–	630
2021 Q4	$505K	Sell	6,549 -7	-0.1%	-$613	0.03%	384
2021 Q3	$524K	Buy	6,556 +718	+12%	+$60.4K	0.04%	347
2021 Q2	$522K	Sell	5,838 -10,115	-63%	-$823K	0.04%	338
2021 Q1	$1.46M	Buy	15,953 +9,177	+135%	+$964K	0.14%	159
2020 Q4	$696K	Buy	+6,776	New	+$542K	0.07%	229
2020 Q2	–	Sell	-12,355	Closed	-$312K	–	437
2020 Q1	$312K	Buy	12,355 +389	+3%	+$12.7K	0.08%	234
2019 Q4	$369K	Sell	11,966 -15,097	-56%	-$437K	0.08%	249
2019 Q3	$795K	Buy	+27,063	New	+$808K	0.19%	156

Other funds holding TAN

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Verition Fund Management

Verition Fund Management Greenwich, Connecticut $10.3B AUM 30.69% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return