Key Client Fiduciary Advisors’s Invesco Solar ETF TAN Stock Holding History

Key Client Fiduciary 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
2024 Q2	–	Sell	-4,547	Closed	-$206K	–	199
2024 Q1	$206K	Sell	4,547 -365	-7%	-$16.3K	0.11%	173
2023 Q4	$262K	Sell	4,912 -253	-5%	-$11.8K	0.15%	145
2023 Q3	$267K	Sell	5,165 -685	-12%	-$42.2K	0.16%	136
2023 Q2	$418K	Sell	5,850 -211	-3%	-$15.2K	0.24%	98
2023 Q1	$471K	Hold	6,061	–	–	0.29%	79
2022 Q4	$442K	Buy	+6,061	New	+$457K	0.3%	78

Other funds holding TAN

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MIH

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Key Client Fiduciary Advisors's TAN Position: Q2 2024 in Review

Key Client Fiduciary Advisors sold out of Invesco Solar ETF (TAN) in Q2 2024, closing a stake of 4,547 shares — an estimated $206K sold.

Key Client Fiduciary Advisors first reported a position in TAN in Q4 2022 and held it in 6 quarters. The position peaked at $471K in Q1 2023. 234 funds tracked by Wall St. Rank hold TAN as of Q2 2024.

Key Client Fiduciary Advisors reported no remaining Invesco Solar ETF position as of Q2 2024 after selling out during the quarter.
Key Client Fiduciary Advisors sold 4,547 Invesco Solar ETF shares in Q2 2024, an estimated $206K.
Key Client Fiduciary Advisors first reported a position in Invesco Solar ETF in Q4 2022 and held it in 6 quarters.
Key Client Fiduciary Advisors's Invesco Solar ETF position peaked at $471K in Q1 2023.
234 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2024.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.