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Investment House LLC’s Invesco Solar ETF TAN Stock Holding History

Investment House LLC’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
Q1 		– Sell
-5,030
Closed -$268K – 218
2023
Q4 		$268K Buy
+5,030
New +$236K 0.02% 179
2021
Q1 		– Sell
-4,180
Closed -$430K – 223
2020
Q4 		$430K Buy
+4,180
New +$335K 0.03% 166

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Investment House LLC's TAN Position: Q1 2024 in Review

Investment House LLC sold out of Invesco Solar ETF (TAN) in Q1 2024, closing a stake of 5,030 shares — an estimated $268K sold.

Investment House LLC first reported a position in TAN in Q4 2020 and held it in 2 quarters. The position peaked at $430K in Q4 2020. 241 funds tracked by Wall St. Rank hold TAN as of Q1 2024.

  • Investment House LLC reported no remaining Invesco Solar ETF position as of Q1 2024 after selling out during the quarter.
  • Investment House LLC sold 5,030 Invesco Solar ETF shares in Q1 2024, an estimated $268K.
  • Investment House LLC first reported a position in Invesco Solar ETF in Q4 2020 and held it in 2 quarters.
  • Investment House LLC's Invesco Solar ETF position peaked at $430K in Q4 2020.
  • 241 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2024.

Based on Investment House LLC's 13F filing for Q1 2024, filed 2 May 2024.