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Hel Ved Capital Management’s Invesco Solar ETF TAN Stock Holding History

Hel Ved Capital 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
Q2 		– Sell
-4,000
Closed -$181K – 67
2024
Q1 		$181K Buy
+4,000
New +$178K 0.04% 51

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 $14.9B AUM 46.8% 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 $445B AUM 25.58% 1-Year Est. Return

Hel Ved Capital Management's TAN Position: Q4 2024 in Review

Hel Ved Capital Management sold out of Invesco Solar ETF (TAN) in Q4 2024, closing a stake of 114,930 shares — an estimated $2.08M sold.

Hel Ved Capital Management first reported a position in TAN in Q2 2024 and held it in 2 quarters. The position peaked at $4.33M in Q2 2024. 201 funds tracked by Wall St. Rank hold TAN as of Q4 2024.

  • Hel Ved Capital Management reported no remaining Invesco Solar ETF position as of Q4 2024 after selling out during the quarter.
  • Hel Ved Capital Management sold 114,930 Invesco Solar ETF shares in Q4 2024, an estimated $2.08M.
  • Hel Ved Capital Management first reported a position in Invesco Solar ETF in Q2 2024 and held it in 2 quarters.
  • Hel Ved Capital Management's Invesco Solar ETF position peaked at $4.33M in Q2 2024.
  • 201 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2024.

Based on Hel Ved Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.