LJAC
TAN icon

L.J. Altfest & Co’s Invesco Solar ETF TAN Stock Holding History

L.J. Altfest & Co’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
2026
Q1 		$3.65M Sell
65,557
-17,916
-21% -$991K 0.39% 55
2025
Q4 		$4.1M Buy
+83,473
New +$4.02M 0.45% 48
2025
Q2 		– Sell
-81,321
Closed -$2.48M – 365
2025
Q1 		$2.48M Buy
+81,321
New +$2.72M 0.31% 59
2024
Q4 		– Sell
-47,014
Closed -$2.03M – 363
2024
Q3 		$2.03M Sell
47,014
-10,696
-19% -$438K 0.27% 66
2024
Q2 		$2.32M Buy
57,710
+27,430
+91% +$1.2M 0.32% 55
2024
Q1 		$1.37M Sell
30,280
-14,898
-33% -$665K 0.19% 84
2023
Q4 		$2.41M Buy
45,178
+10,955
+32% +$513K 0.35% 57
2023
Q3 		$1.77M Buy
34,223
+5,195
+18% +$320K 0.28% 56
2023
Q2 		$2.07M Buy
+29,028
New +$2.09M 0.31% 51

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Morgan Stanley
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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return