JSW
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Journey Strategic Wealth’s Invesco Solar ETF TAN Stock Holding History

Journey Strategic Wealth’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
-5,000
Closed -$216K – 551
2024
Q3 		$216K Buy
+5,000
New +$205K 0.01% 455

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 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 $140B AUM 46.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Journey Strategic Wealth's TAN Position: Q4 2024 in Review

Journey Strategic Wealth sold out of Invesco Solar ETF (TAN) in Q4 2024, closing a stake of 5,000 shares — an estimated $216K sold.

Journey Strategic Wealth first reported a position in TAN in Q3 2024 and held it in 1 quarter. The position peaked at $216K in Q3 2024. 201 funds tracked by Wall St. Rank hold TAN as of Q4 2024.

  • Journey Strategic Wealth reported no remaining Invesco Solar ETF position as of Q4 2024 after selling out during the quarter.
  • Journey Strategic Wealth sold 5,000 Invesco Solar ETF shares in Q4 2024, an estimated $216K.
  • Journey Strategic Wealth first reported a position in Invesco Solar ETF in Q3 2024 and held it in 1 quarter.
  • Journey Strategic Wealth's Invesco Solar ETF position peaked at $216K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2024.

Based on Journey Strategic Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.