Janiczek Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Janiczek Wealth 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
2023 Q3	–	Sell	-22	Closed	-$1.57K	–	1075
2023 Q2	$1.57K	Hold	22	–	–	﹤0.01%	793
2023 Q1	$1.68K	Buy	22 +12	+120%	+$919	﹤0.01%	785
2022 Q4	$817	Hold	10	–	–	﹤0.01%	875
2022 Q3	$1K	Sell	10 -16	-62%	-$1.29K	﹤0.01%	875
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	802
2022 Q1	$2K	Hold	26	–	–	﹤0.01%	791
2021 Q4	$2K	Hold	26	–	–	﹤0.01%	852
2021 Q3	$2K	Hold	26	–	–	﹤0.01%	829
2021 Q2	$2K	Hold	26	–	–	﹤0.01%	788
2021 Q1	$2K	Hold	26	–	–	﹤0.01%	752
2020 Q4	$3K	Hold	26	–	–	﹤0.01%	656
2020 Q3	$2K	Hold	26	–	–	﹤0.01%	526
2020 Q2	$1K	Hold	26	–	–	﹤0.01%	353
2020 Q1	$1K	Hold	26	–	–	﹤0.01%	149
2019 Q4	$1K	Hold	26	–	–	﹤0.01%	151
2019 Q3	$1K	Hold	26	–	–	﹤0.01%	153
2019 Q2	$1K	Hold	26	–	–	﹤0.01%	183
2019 Q1	$1K	Buy	26 +1	+4%	+$23	﹤0.01%	158
2018 Q4	$0	Hold	25	–	–	﹤0.01%	178
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	143
2018 Q2	$1K	Buy	+25	New	+$617	﹤0.01%	158

Other funds holding TAN

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return

Bank of America

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

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.27B AUM 21.99% 1-Year Est. Return