Howe & Rusling’s Invesco Solar ETF TAN Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-30	Closed	-$2K	–	946
2022 Q3	$2K	Buy	+30	New	+$2.42K	﹤0.01%	911
2018 Q3	–	Sell	-100	Closed	-$2K	–	903
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	690
2018 Q1	$2K	Hold	100	–	–	﹤0.01%	799
2017 Q4	$3K	Hold	100	–	–	﹤0.01%	654
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	776
2017 Q2	$2K	Hold	100	–	–	﹤0.01%	841
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	867
2016 Q4	$2K	Hold	100	–	–	﹤0.01%	892
2016 Q3	$2K	Hold	100	–	–	﹤0.01%	887
2016 Q2	$2K	Hold	100	–	–	﹤0.01%	847
2016 Q1	$2K	Hold	100	–	–	﹤0.01%	879
2015 Q4	$3K	Hold	100	–	–	﹤0.01%	754
2015 Q3	$3K	Hold	100	–	–	﹤0.01%	760
2015 Q2	$4K	Sell	100 -90	-47%	-$4.06K	﹤0.01%	720
2015 Q1	$8K	Hold	190	–	–	﹤0.01%	537
2014 Q4	$6K	Hold	190	–	–	﹤0.01%	595
2014 Q3	$8K	Hold	190	–	–	﹤0.01%	532
2014 Q2	$8K	Buy	+190	New	+$7.86K	﹤0.01%	534
2014 Q1	–	Sell	-190	Closed	-$7K	–	923
2013 Q4	$7K	Buy	+190	New	+$7.11K	﹤0.01%	548

Other funds holding TAN

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return