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Jaffetilchin Investment Partners’s Invesco Solar ETF TAN Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-738
Closed -$31.8K – 1200
2024
Q3 		$31.8K Buy
+738
New +$30.2K ﹤0.01% 659

Other funds holding TAN

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jaffetilchin Investment Partners's TAN Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Invesco Solar ETF (TAN) in Q4 2024, closing a stake of 738 shares — an estimated $31.8K sold.

Jaffetilchin Investment Partners first reported a position in TAN in Q3 2024 and held it in 1 quarter. The position peaked at $31.8K in Q3 2024. 201 funds tracked by Wall St. Rank hold TAN as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Invesco Solar ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 738 Invesco Solar ETF shares in Q4 2024, an estimated $31.8K.
  • Jaffetilchin Investment Partners first reported a position in Invesco Solar ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Invesco Solar ETF position peaked at $31.8K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.