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Householder Group Estate & Retirement Specialist’s Invesco Solar ETF TAN Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$1K Hold
40
– – ﹤0.01% 526
2024
Q3 		$1K Hold
40
– – ﹤0.01% 1123
2024
Q2 		$1K Hold
40
– – ﹤0.01% 1160
2024
Q1 		$1.81K Hold
40
– – ﹤0.01% 1063
2023
Q4 		$2K Hold
40
– – ﹤0.01% 1021
2023
Q3 		$2.07K Buy
+40
New +$2.46K ﹤0.01% 1069
2023
Q1 		$3K Buy
+40
New +$3.06K ﹤0.01% 1051
2022
Q4 		– Sell
-40
Closed -$2K – 1047
2022
Q3 		$2K Buy
+40
New +$3.23K ﹤0.01% 982

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

Householder Group Estate & Retirement Specialist's TAN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Invesco Solar ETF (TAN) position steady in Q4 2024 at 40 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Householder Group Estate & Retirement Specialist first reported a position in TAN in Q3 2022 and has held it in 8 quarters since. The position peaked at $3K in Q1 2023. 201 funds tracked by Wall St. Rank hold TAN as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 40 shares of Invesco Solar ETF worth $1K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its Invesco Solar ETF share count unchanged in Q4 2024.
  • Invesco Solar ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #526 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco Solar ETF in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's Invesco Solar ETF position peaked at $3K in Q1 2023.
  • 201 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.