Independence Bank of Kentucky’s Invesco Solar ETF TAN Stock Holding History

Independence Bank of Kentucky’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 Q3	–	Sell	-20	Closed	-$804	–	604
2024 Q2	$804	Buy	+20	New	+$874	﹤0.01%	532
2024 Q1	–	Sell	-5,335	Closed	-$285K	–	546
2023 Q4	$285K	Hold	5,335	–	–	0.1%	174
2023 Q3	$276K	Hold	5,335	–	–	0.12%	150
2023 Q2	$381K	Sell	5,335 -75	-1%	-$5.41K	0.15%	126
2023 Q1	$420K	Hold	5,410	–	–	0.18%	116
2022 Q4	$395K	Sell	5,410 -1,500	-22%	-$113K	0.18%	118
2022 Q3	$509K	Hold	6,910	–	–	0.25%	100
2022 Q2	$493K	Hold	6,910	–	–	0.22%	104
2022 Q1	$521K	Hold	6,910	–	–	0.21%	110
2021 Q4	$532K	Hold	6,910	–	–	0.22%	106
2021 Q3	$552K	Hold	6,910	–	–	0.24%	99
2021 Q2	$617K	Hold	6,910	–	–	0.27%	89
2021 Q1	$634K	Buy	6,910 +743	+12%	+$78.1K	0.31%	83
2020 Q4	$634K	Buy	6,167 +3,592	+139%	+$288K	0.33%	82
2020 Q3	$167K	Buy	+2,575	New	+$129K	0.09%	140

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

MIH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Independence Bank of Kentucky's TAN Position: Q3 2024 in Review

Independence Bank of Kentucky sold out of Invesco Solar ETF (TAN) in Q3 2024, closing a stake of 20 shares — an estimated $804 sold.

Independence Bank of Kentucky first reported a position in TAN in Q3 2020 and held it in 15 quarters. The position peaked at $634K in Q1 2021. 219 funds tracked by Wall St. Rank hold TAN as of Q3 2024.

Independence Bank of Kentucky reported no remaining Invesco Solar ETF position as of Q3 2024 after selling out during the quarter.
Independence Bank of Kentucky sold 20 Invesco Solar ETF shares in Q3 2024, an estimated $804.
Independence Bank of Kentucky first reported a position in Invesco Solar ETF in Q3 2020 and held it in 15 quarters.
Independence Bank of Kentucky's Invesco Solar ETF position peaked at $634K in Q1 2021.
219 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2024.

Based on Independence Bank of Kentucky's 13F filing for Q3 2024, filed 9 Oct 2024.