Key Financial Inc’s Invesco Solar ETF TAN Stock Holding History

Key Financial Inc’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	-135	Closed	-$5.82K	–	1402
2024 Q3	$5.82K	Hold	135	–	–	﹤0.01%	939
2024 Q2	$5.43K	Hold	135	–	–	﹤0.01%	933
2024 Q1	$6.13K	Hold	135	–	–	﹤0.01%	885
2023 Q4	$7.2K	Hold	135	–	–	﹤0.01%	824
2023 Q3	$6.99K	Hold	135	–	–	﹤0.01%	817
2023 Q2	$9.64K	Hold	135	–	–	﹤0.01%	740
2023 Q1	$10.5K	Hold	135	–	–	﹤0.01%	669
2022 Q4	$9.94K	Hold	135	–	–	﹤0.01%	630
2022 Q3	$10K	Hold	135	–	–	﹤0.01%	638
2022 Q2	$10K	Hold	135	–	–	0.01%	640
2022 Q1	$10K	Hold	135	–	–	0.01%	650
2021 Q4	$10K	Hold	135	–	–	0.01%	599
2021 Q3	$11K	Hold	135	–	–	0.01%	567
2021 Q2	$12K	Buy	+135	New	+$11K	0.01%	543

Other funds holding TAN

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

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

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 $11.2B AUM 20.49% 1-Year Est. Return

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

National Bank of Canada

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

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