Institutional & Family Asset Management’s Invesco Solar ETF TAN Stock Holding History

Institutional & Family Asset Management’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 Q2	$35.3K	Hold	877	–	–	0.01%	275
2024 Q1	$39.8K	Sell	877 -590	-40%	-$26.3K	0.01%	260
2023 Q4	$78.3K	Hold	1,467	–	–	0.01%	206
2023 Q3	$76K	Hold	1,467	–	–	0.01%	195
2023 Q2	$105K	Hold	1,467	–	–	0.02%	179
2023 Q1	$114K	Hold	1,467	–	–	0.02%	163
2022 Q4	$107K	Hold	1,467	–	–	0.02%	166
2022 Q3	$108K	Hold	1,467	–	–	0.02%	164
2022 Q2	$105K	Hold	1,467	–	–	0.02%	168
2022 Q1	$111K	Hold	1,467	–	–	0.02%	182
2021 Q4	$113K	Buy	1,467 +590	+67%	+$51.7K	0.02%	196
2021 Q3	$70K	Hold	877	–	–	0.01%	281
2021 Q2	$78K	Hold	877	–	–	0.01%	276
2021 Q1	$80K	Sell	877 -105	-11%	-$11K	0.02%	294
2020 Q4	$101K	Buy	982 +105	+12%	+$8.41K	0.02%	245
2020 Q3	$57K	Hold	877	–	–	0.01%	270
2020 Q2	$32K	Hold	877	–	–	0.01%	349
2020 Q1	$22K	Hold	877	–	–	0.01%	362
2019 Q4	$27K	Hold	877	–	–	0.01%	397
2019 Q3	$26K	Hold	877	–	–	0.01%	369
2019 Q2	$25K	Hold	877	–	–	0.01%	393
2019 Q1	$20K	Hold	877	–	–	﹤0.01%	432
2018 Q4	$16K	Hold	877	–	–	﹤0.01%	430
2018 Q3	$18K	Hold	877	–	–	﹤0.01%	451
2018 Q2	$20K	Hold	877	–	–	﹤0.01%	444
2018 Q1	$22K	Buy	+877	New	+$21.9K	﹤0.01%	406

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Institutional & Family Asset Management's TAN Position: Q2 2024 in Review

Institutional & Family Asset Management held its Invesco Solar ETF (TAN) position steady in Q2 2024 at 877 shares worth $35.3K. The position accounts for 0.01% of the portfolio, ranked #275.

Institutional & Family Asset Management first reported a position in TAN in Q1 2018 and has held it in 26 quarters since. The position peaked at $114K in Q1 2023. 234 funds tracked by Wall St. Rank hold TAN as of Q2 2024.

Institutional & Family Asset Management held 877 shares of Invesco Solar ETF worth $35.3K as of Q2 2024.
Institutional & Family Asset Management left its Invesco Solar ETF share count unchanged in Q2 2024.
Invesco Solar ETF made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #275 holding.
Institutional & Family Asset Management first reported a position in Invesco Solar ETF in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Invesco Solar ETF position peaked at $114K in Q1 2023.
234 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.