Greenhouse Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Greenhouse Wealth Management’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 Q3	–	Sell	-6,871	Closed	-$276K	–	60
2024 Q2	$276K	Sell	6,871 -27	-0.4%	-$1.18K	0.2%	47
2024 Q1	$313K	Sell	6,898 -530	-7%	-$23.6K	0.23%	41
2023 Q4	$396K	Buy	7,428 +6	+0.1%	+$281	0.32%	36
2023 Q3	$384K	Sell	7,422 -54	-0.7%	-$3.33K	0.35%	36
2023 Q2	$534K	Hold	7,476	–	–	0.47%	29
2023 Q1	$580K	Sell	7,476 -38	-0.5%	-$2.91K	0.55%	27
2022 Q4	$548K	Sell	7,514 -18	-0.2%	-$1.36K	0.55%	26
2022 Q3	$554K	Sell	7,532 -50	-0.7%	-$4.04K	0.62%	23
2022 Q2	$541K	Buy	7,582 +75	+1%	+$5.2K	0.58%	26
2022 Q1	$566K	Hold	7,507	–	–	0.53%	26
2021 Q4	$578K	Hold	7,507	–	–	0.52%	28
2021 Q3	$600K	Hold	7,507	–	–	0.57%	26
2021 Q2	$671K	Hold	7,507	–	–	0.62%	25
2021 Q1	$689K	Buy	7,507 +7	+0.1%	+$736	0.68%	25
2020 Q4	$771K	Buy	+7,500	New	+$600K	0.76%	20

Other funds holding TAN

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

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

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

MIH

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

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

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

KHLMVGHM

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

Greenhouse Wealth Management's TAN Position: Q3 2024 in Review

Greenhouse Wealth Management sold out of Invesco Solar ETF (TAN) in Q3 2024, closing a stake of 6,871 shares — an estimated $276K sold.

Greenhouse Wealth Management first reported a position in TAN in Q4 2020 and held it in 15 quarters. The position peaked at $771K in Q4 2020. 219 funds tracked by Wall St. Rank hold TAN as of Q3 2024.

Greenhouse Wealth Management reported no remaining Invesco Solar ETF position as of Q3 2024 after selling out during the quarter.
Greenhouse Wealth Management sold 6,871 Invesco Solar ETF shares in Q3 2024, an estimated $276K.
Greenhouse Wealth Management first reported a position in Invesco Solar ETF in Q4 2020 and held it in 15 quarters.
Greenhouse Wealth Management's Invesco Solar ETF position peaked at $771K in Q4 2020.
219 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2024.

Based on Greenhouse Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.