Hobbs Group Advisors’s Invesco Solar ETF TAN Stock Holding History

Hobbs Group Advisors’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	-17	Closed	-$733	–	562
2024 Q3	$733	Hold	17	–	–	﹤0.01%	622
2024 Q2	$684	Buy	+17	New	+$743	﹤0.01%	583
2023 Q4	$907	Buy	+17	New	+$796	﹤0.01%	508

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

MIFH

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return

MIH

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

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

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

Hobbs Group Advisors's TAN Position: Q4 2024 in Review

Hobbs Group Advisors sold out of Invesco Solar ETF (TAN) in Q4 2024, closing a stake of 17 shares — an estimated $733 sold.

Hobbs Group Advisors first reported a position in TAN in Q4 2023 and held it in 3 quarters. The position peaked at $907 in Q4 2023. 201 funds tracked by Wall St. Rank hold TAN as of Q4 2024.

Hobbs Group Advisors reported no remaining Invesco Solar ETF position as of Q4 2024 after selling out during the quarter.
Hobbs Group Advisors sold 17 Invesco Solar ETF shares in Q4 2024, an estimated $733.
Hobbs Group Advisors first reported a position in Invesco Solar ETF in Q4 2023 and held it in 3 quarters.
Hobbs Group Advisors's Invesco Solar ETF position peaked at $907 in Q4 2023.
201 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.