JWCA
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J.W. Cole Advisors’s Invesco Solar ETF TAN Stock Holding History

J.W. Cole Advisors’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
2026
Q1 		$210K Buy
+3,773
New +$209K 0.01% 736
2024
Q1 		– Sell
-6,607
Closed -$352K – 920
2023
Q4 		$352K Buy
+6,607
New +$309K 0.02% 589
2023
Q2 		– Sell
-3,998
Closed -$310K – 814
2023
Q1 		$310K Sell
3,998
-429
-10% -$32.9K 0.02% 590
2022
Q4 		$323K Buy
+4,427
New +$334K 0.02% 537
2022
Q2 		– Sell
-2,793
Closed -$211K – 808
2022
Q1 		$211K Sell
2,793
-2,738
-50% -$189K 0.01% 731
2021
Q4 		$426K Buy
+5,531
New +$485K 0.03% 524
2021
Q3 		– Sell
-6,469
Closed -$578K – 743
2021
Q2 		$578K Buy
6,469
+1,533
+31% +$125K 0.05% 392
2021
Q1 		$453K Sell
4,936
-3,731
-43% -$392K 0.04% 409
2020
Q4 		$891K Buy
8,667
+4,931
+132% +$395K 0.09% 241
2020
Q3 		$242K Buy
+3,736
New +$188K 0.02% 613

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CI
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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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return