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 $22.3B AUM 79.91% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 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

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

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

Key Financial Inc's TAN Position: Q4 2024 in Review

Key Financial Inc sold out of Invesco Solar ETF (TAN) in Q4 2024, closing a stake of 135 shares — an estimated $5.82K sold.

Key Financial Inc first reported a position in TAN in Q2 2021 and held it in 14 quarters. The position peaked at $12K in Q2 2021. 201 funds tracked by Wall St. Rank hold TAN as of Q4 2024.

Key Financial Inc reported no remaining Invesco Solar ETF position as of Q4 2024 after selling out during the quarter.
Key Financial Inc sold 135 Invesco Solar ETF shares in Q4 2024, an estimated $5.82K.
Key Financial Inc first reported a position in Invesco Solar ETF in Q2 2021 and held it in 14 quarters.
Key Financial Inc's Invesco Solar ETF position peaked at $12K in Q2 2021.
201 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2024.

Based on Key Financial Inc's 13F filing for Q4 2024, filed 31 Jan 2025.