Greenwood Gearhart’s Invesco Solar ETF TAN Stock Holding History

Greenwood Gearhart’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	-138,964	Closed	-$5.59M	–	114
2024 Q2	$5.59M	Buy	138,964 +3,524	+3%	+$154K	0.53%	46
2024 Q1	$6.14M	Buy	135,440 +3,691	+3%	+$165K	0.6%	46
2023 Q4	$7.03M	Sell	131,749 -6,465	-5%	-$303K	0.75%	44
2023 Q3	$7.16M	Buy	138,214 +8,697	+7%	+$535K	0.85%	46
2023 Q2	$9.25M	Buy	+129,517	New	+$9.34M	1.08%	45

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

Greenwood Gearhart's TAN Position: Q3 2024 in Review

Greenwood Gearhart sold out of Invesco Solar ETF (TAN) in Q3 2024, closing a stake of 138,964 shares — an estimated $5.59M sold.

Greenwood Gearhart first reported a position in TAN in Q2 2023 and held it in 5 quarters. The position peaked at $9.25M in Q2 2023. 219 funds tracked by Wall St. Rank hold TAN as of Q3 2024.

Greenwood Gearhart reported no remaining Invesco Solar ETF position as of Q3 2024 after selling out during the quarter.
Greenwood Gearhart sold 138,964 Invesco Solar ETF shares in Q3 2024, an estimated $5.59M.
Greenwood Gearhart first reported a position in Invesco Solar ETF in Q2 2023 and held it in 5 quarters.
Greenwood Gearhart's Invesco Solar ETF position peaked at $9.25M in Q2 2023.
219 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2024.

Based on Greenwood Gearhart's 13F filing for Q3 2024, filed 15 Nov 2024.