LA
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LexAurum Advisors’s Invesco Solar ETF TAN Stock Holding History

LexAurum 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
2023
Q3 		– Sell
-2,825
Closed -$202K – 301
2023
Q2 		$202K Buy
2,825
+30
+1% +$2.16K 0.06% 253
2023
Q1 		$217K Sell
2,795
-120
-4% -$9.2K 0.07% 228
2022
Q4 		$213K Hold
2,915
– – 0.08% 224
2022
Q3 		$215K Sell
2,915
-32
-1% -$2.58K 0.08% 216
2022
Q2 		$210K Buy
2,947
+120
+4% +$8.31K 0.08% 222
2022
Q1 		$213K Hold
2,827
– – 0.07% 240
2021
Q4 		$218K Hold
2,827
– – 0.07% 235
2021
Q3 		$226K Buy
2,827
+405
+17% +$34.1K 0.07% 251
2021
Q2 		$216K Buy
+2,422
New +$197K 0.06% 264
2021
Q1 		– Sell
-1,987
Closed -$204K – 252
2020
Q4 		$204K Buy
+1,987
New +$159K 0.07% 228

Other funds holding TAN

Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.27B AUM 21.99% 1-Year Est. Return