Lee Financial’s Invesco Solar ETF TAN Stock Holding History

Lee Financial’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
2023 Q4	–	Sell	-15	Closed	-$777	–	921
2023 Q3	$777	Buy	+15	New	+$924	﹤0.01%	784
2018 Q3	–	Sell	-1	Closed	–	–	689
2018 Q2	$0	Buy	+1	New	+$25	﹤0.01%	831

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

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

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 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

Lee Financial's TAN Position: Q4 2023 in Review

Lee Financial sold out of Invesco Solar ETF (TAN) in Q4 2023, closing a stake of 15 shares — an estimated $777 sold.

Lee Financial first reported a position in TAN in Q2 2018 and held it in 2 quarters. The position peaked at $777 in Q3 2023. 286 funds tracked by Wall St. Rank hold TAN as of Q4 2023.

Lee Financial reported no remaining Invesco Solar ETF position as of Q4 2023 after selling out during the quarter.
Lee Financial sold 15 Invesco Solar ETF shares in Q4 2023, an estimated $777.
Lee Financial first reported a position in Invesco Solar ETF in Q2 2018 and held it in 2 quarters.
Lee Financial's Invesco Solar ETF position peaked at $777 in Q3 2023.
286 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.