Horan Securities’s Invesco Solar ETF TAN Stock Holding History

Horan Securities’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
2023 Q3	–	Sell	-332	Closed	-$23.7K	–	602
2023 Q2	$23.7K	Buy	332 +25	+8%	+$1.8K	0.01%	300
2023 Q1	$23.8K	Hold	307	–	–	0.01%	283
2022 Q4	$22.4K	Hold	307	–	–	0.01%	283
2022 Q3	$23K	Hold	307	–	–	0.01%	258
2022 Q2	$22K	Hold	307	–	–	0.01%	253
2022 Q1	$23K	Hold	307	–	–	0.01%	241
2021 Q4	$24K	Buy	+307	New	+$26.9K	0.01%	231
2021 Q2	$12K	Hold	136	–	–	0.01%	289
2021 Q1	$12K	Sell	136 -112	-45%	-$11.8K	0.01%	249
2020 Q4	$25K	Buy	+248	New	+$19.9K	0.02%	173
2020 Q2	–	Sell	-50	Closed	-$1K	–	373
2020 Q1	$1K	Buy	+50	New	+$1.63K	﹤0.01%	248

Other funds holding TAN

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Horan Securities's TAN Position: Q3 2023 in Review

Horan Securities sold out of Invesco Solar ETF (TAN) in Q3 2023, closing a stake of 332 shares — an estimated $23.7K sold.

Horan Securities first reported a position in TAN in Q1 2020 and held it in 11 quarters. The position peaked at $25K in Q4 2020. 271 funds tracked by Wall St. Rank hold TAN as of Q3 2023.

Horan Securities reported no remaining Invesco Solar ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 332 Invesco Solar ETF shares in Q3 2023, an estimated $23.7K.
Horan Securities first reported a position in Invesco Solar ETF in Q1 2020 and held it in 11 quarters.
Horan Securities's Invesco Solar ETF position peaked at $25K in Q4 2020.
271 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.