JNBA Financial Advisors’s Invesco Solar ETF TAN Stock Holding History

JNBA Financial 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
2025 Q1	–	Sell	-856	Closed	-$28.4K	–	683
2024 Q4	$28.4K	Hold	856	–	–	﹤0.01%	345
2024 Q3	$36.9K	Buy	856 +73	+9%	+$2.99K	﹤0.01%	319
2024 Q2	$31.5K	Buy	783 +247	+46%	+$10.8K	﹤0.01%	334
2024 Q1	$24.3K	Buy	536 +124	+30%	+$5.53K	﹤0.01%	370
2023 Q4	$22K	Hold	412	–	–	﹤0.01%	382
2023 Q3	$21.3K	Hold	412	–	–	﹤0.01%	379
2023 Q2	$29.4K	Hold	412	–	–	﹤0.01%	342
2023 Q1	$32K	Hold	412	–	–	﹤0.01%	335
2022 Q4	$30.1K	Sell	412 -1	-0.2%	-$75	﹤0.01%	329
2022 Q3	$30K	Buy	413 +1	+0.2%	+$81	﹤0.01%	331
2022 Q2	$29K	Hold	412	–	–	﹤0.01%	344
2022 Q1	$31K	Hold	412	–	–	﹤0.01%	350
2021 Q4	$32K	Hold	412	–	–	﹤0.01%	357
2021 Q3	$33K	Hold	412	–	–	﹤0.01%	343
2021 Q2	$37K	Hold	412	–	–	0.01%	324
2021 Q1	$38K	Hold	412	–	–	0.01%	316
2020 Q4	$42K	Hold	412	–	–	0.01%	281
2020 Q3	$27K	Buy	+412	New	+$20.7K	0.01%	304
2018 Q4	–	Sell	-465	Closed	-$10K	–	713
2018 Q3	$10K	Buy	+465	New	+$10.3K	﹤0.01%	384

Other funds holding TAN

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

JNBA Financial Advisors's TAN Position: Q1 2025 in Review

JNBA Financial Advisors sold out of Invesco Solar ETF (TAN) in Q1 2025, closing a stake of 856 shares — an estimated $28.4K sold.

JNBA Financial Advisors first reported a position in TAN in Q3 2018 and held it in 19 quarters. The position peaked at $42K in Q4 2020. 184 funds tracked by Wall St. Rank hold TAN as of Q1 2025.

JNBA Financial Advisors reported no remaining Invesco Solar ETF position as of Q1 2025 after selling out during the quarter.
JNBA Financial Advisors sold 856 Invesco Solar ETF shares in Q1 2025, an estimated $28.4K.
JNBA Financial Advisors first reported a position in Invesco Solar ETF in Q3 2018 and held it in 19 quarters.
JNBA Financial Advisors's Invesco Solar ETF position peaked at $42K in Q4 2020.
184 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2025.

Based on JNBA Financial Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.