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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

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

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

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

MIH

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

Great Valley Advisor Group's TAN Position: Q1 2025 in Review

Great Valley Advisor Group sold out of Invesco Solar ETF (TAN) in Q1 2025, closing a stake of 14,231 shares — an estimated $471K sold.

Great Valley Advisor Group first reported a position in TAN in Q3 2019 and held it in 9 quarters. The position peaked at $1.46M in Q1 2021. 184 funds tracked by Wall St. Rank hold TAN as of Q1 2025.

Great Valley Advisor Group reported no remaining Invesco Solar ETF position as of Q1 2025 after selling out during the quarter.
Great Valley Advisor Group sold 14,231 Invesco Solar ETF shares in Q1 2025, an estimated $471K.
Great Valley Advisor Group first reported a position in Invesco Solar ETF in Q3 2019 and held it in 9 quarters.
Great Valley Advisor Group's Invesco Solar ETF position peaked at $1.46M in Q1 2021.
184 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2025.

Based on Great Valley Advisor Group's 13F filing for Q1 2025, filed 8 May 2025.