Legend Financial Advisors’s Invesco Solar ETF TAN Stock Holding History

Legend Financial 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
2025 Q1	–	Sell	-4	Closed	-$132	–	225
2024 Q4	$132	Buy	+4	New	+$148	﹤0.01%	247
2024 Q3	–	Sell	-4	Closed	-$161	–	257
2024 Q2	$161	Buy	+4	New	+$175	﹤0.01%	272
2024 Q1	–	Sell	-441	Closed	-$23.5K	–	197
2023 Q4	$23.5K	Hold	441	–	–	0.02%	83
2023 Q3	$22.8K	Hold	441	–	–	0.02%	91
2023 Q2	$31.5K	Hold	441	–	–	0.03%	79
2023 Q1	$34.2K	Hold	441	–	–	0.03%	75
2022 Q4	$32.2K	Hold	441	–	–	0.03%	86
2022 Q3	$32.5K	Buy	+441	New	+$35.6K	0.03%	76
2022 Q2	–	Sell	-2,605	Closed	-$208K	–	47
2022 Q1	$208K	Hold	2,605	–	–	0.13%	39
2021 Q4	$201K	Hold	2,605	–	–	0.14%	40
2021 Q3	$208K	Sell	2,605 -267	-9%	-$22.5K	0.13%	39
2021 Q2	$257K	Sell	2,872 -2,019	-41%	-$164K	0.17%	33
2021 Q1	$449K	Buy	4,891 +2,018	+70%	+$212K	3.41%	13
2020 Q4	$295K	Buy	+2,873	New	+$230K	0.24%	25

Other funds holding TAN

MIFH

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

MIH

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

Legend Financial Advisors's TAN Position: Q1 2025 in Review

Legend Financial Advisors sold out of Invesco Solar ETF (TAN) in Q1 2025, closing a stake of 4 shares — an estimated $132 sold.

Legend Financial Advisors first reported a position in TAN in Q4 2020 and held it in 14 quarters. The position peaked at $449K in Q1 2021. 184 funds tracked by Wall St. Rank hold TAN as of Q1 2025.

Legend Financial Advisors reported no remaining Invesco Solar ETF position as of Q1 2025 after selling out during the quarter.
Legend Financial Advisors sold 4 Invesco Solar ETF shares in Q1 2025, an estimated $132.
Legend Financial Advisors first reported a position in Invesco Solar ETF in Q4 2020 and held it in 14 quarters.
Legend Financial Advisors's Invesco Solar ETF position peaked at $449K in Q1 2021.
184 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.