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

Greenwich 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
Q4 		– Sell
-28,344
Closed -$1.22M – 262
2024
Q3 		$1.22M Sell
28,344
-2,456
-8% -$101K 0.08% 105
2024
Q2 		$1.24M Sell
30,800
-1,071
-3% -$46.8K 0.09% 102
2024
Q1 		$1.45M Sell
31,871
-6,286
-16% -$280K 0.12% 92
2023
Q4 		$2.04M Buy
38,157
+256
+0.7% +$12K 0.2% 71
2023
Q3 		$1.96M Buy
37,901
+386
+1% +$23.8K 0.21% 65
2023
Q2 		$2.68M Hold
37,515
– – 0.28% 55
2023
Q1 		$2.91M Hold
37,515
– – 0.32% 49
2022
Q4 		$2.74M Sell
37,515
-7,500
-17% -$565K 0.3% 50
2022
Q3 		$3.31M Buy
45,015
+6,000
+15% +$484K 0.35% 42
2022
Q2 		$2.79M Hold
39,015
– – 0.37% 49
2022
Q1 		$2.94M Sell
39,015
-50
-0.1% -$3.46K 0.3% 51
2021
Q4 		$3.01M Sell
39,065
-600
-2% -$52.6K 0.25% 54
2021
Q3 		$3.17M Buy
39,665
+3,741
+10% +$315K 0.26% 49
2021
Q2 		$3.21M Sell
35,924
-924
-3% -$75.2K 0.27% 47
2021
Q1 		$3.38M Buy
36,848
+4,354
+13% +$458K 0.27% 42
2020
Q4 		$3.34M Buy
32,494
+1,401
+5% +$112K 0.29% 35
2020
Q3 		$2.02M Sell
31,093
-8,382
-21% -$421K 0.36% 55
2020
Q2 		$1.43M Buy
39,475
+27,340
+225% +$866K 0.27% 69
2020
Q1 		$306K Hold
12,135
– – 0.07% 132
2019
Q4 		$374K Hold
12,135
– – 0.08% 143
2019
Q3 		$356K Hold
12,135
– – 0.07% 142
2019
Q2 		$343K Hold
12,135
– – 0.06% 145
2019
Q1 		$281K Sell
12,135
-900
-7% -$20.5K 0.05% 150
2018
Q4 		$242K Hold
13,035
– – 0.05% 157
2018
Q3 		$270K Buy
+13,035
New +$288K 0.05% 149
2018
Q1 		– Sell
-8,115
Closed -$204K – 191
2017
Q4 		$204K Buy
+8,115
New +$194K 0.03% 173

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Greenwich Wealth Management's TAN Position: Q4 2024 in Review

Greenwich Wealth Management sold out of Invesco Solar ETF (TAN) in Q4 2024, closing a stake of 28,344 shares — an estimated $1.22M sold.

Greenwich Wealth Management first reported a position in TAN in Q4 2017 and held it in 26 quarters. The position peaked at $3.38M in Q1 2021. 201 funds tracked by Wall St. Rank hold TAN as of Q4 2024.

  • Greenwich Wealth Management reported no remaining Invesco Solar ETF position as of Q4 2024 after selling out during the quarter.
  • Greenwich Wealth Management sold 28,344 Invesco Solar ETF shares in Q4 2024, an estimated $1.22M.
  • Greenwich Wealth Management first reported a position in Invesco Solar ETF in Q4 2017 and held it in 26 quarters.
  • Greenwich Wealth Management's Invesco Solar ETF position peaked at $3.38M in Q1 2021.
  • 201 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2024.

Based on Greenwich Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.