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

LGT 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
2024 Q2	–	Sell	-701	Closed	-$31.8K	–	858
2024 Q1	$31.8K	Hold	701	–	–	0.04%	281
2023 Q4	$37.4K	Buy	701 +1	+0.1%	+$47	0.05%	245
2023 Q3	$36.3K	Buy	+700	New	+$43.1K	0.05%	252

Other funds holding TAN

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

LGT Financial Advisors's TAN Position: Q2 2024 in Review

LGT Financial Advisors sold out of Invesco Solar ETF (TAN) in Q2 2024, closing a stake of 701 shares — an estimated $31.8K sold.

LGT Financial Advisors first reported a position in TAN in Q3 2023 and held it in 3 quarters. The position peaked at $37.4K in Q4 2023. 234 funds tracked by Wall St. Rank hold TAN as of Q2 2024.

LGT Financial Advisors reported no remaining Invesco Solar ETF position as of Q2 2024 after selling out during the quarter.
LGT Financial Advisors sold 701 Invesco Solar ETF shares in Q2 2024, an estimated $31.8K.
LGT Financial Advisors first reported a position in Invesco Solar ETF in Q3 2023 and held it in 3 quarters.
LGT Financial Advisors's Invesco Solar ETF position peaked at $37.4K in Q4 2023.
234 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.