Lindbrook Capital’s Invesco Solar ETF TAN Stock Holding History

Lindbrook Capital’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	$3.99K	Hold	131	–	–	﹤0.01%	2051
2024 Q4	$4.34K	Sell	131 -2	-2%	-$74	﹤0.01%	2046
2024 Q3	$5.73K	Hold	133	–	–	﹤0.01%	1957
2024 Q2	$5.35K	Hold	133	–	–	﹤0.01%	1963
2024 Q1	$6.03K	Hold	133	–	–	﹤0.01%	1812
2023 Q4	$7.1K	Hold	133	–	–	﹤0.01%	1711
2023 Q3	$6.89K	Sell	133 -1,161	-90%	-$71.5K	﹤0.01%	1606
2023 Q2	$92.4K	Buy	1,294 +1,161	+873%	+$83.8K	0.01%	506
2023 Q1	$10.3K	Hold	133	–	–	﹤0.01%	1438
2022 Q4	$9.7K	Hold	133	–	–	﹤0.01%	1445
2022 Q3	$10K	Hold	133	–	–	﹤0.01%	1344
2022 Q2	$9K	Hold	133	–	–	﹤0.01%	1316
2022 Q1	$10K	Sell	133 -30	-18%	-$2.07K	﹤0.01%	1291
2021 Q4	$13K	Buy	163 +150	+1,154%	+$13.1K	﹤0.01%	1179
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	1784
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	1831
2021 Q1	$1K	Buy	13 +11	+550%	+$1.16K	﹤0.01%	1799
2020 Q4	$0	Buy	+2	New	+$160	﹤0.01%	1875

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 $14.9B AUM 46.8% 1-Year Est. Return

Lindbrook Capital's TAN Position: Q1 2025 in Review

Lindbrook Capital held its Invesco Solar ETF (TAN) position steady in Q1 2025 at 131 shares worth $3.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

Lindbrook Capital first reported a position in TAN in Q4 2020 and has held it in 18 quarters since. The position peaked at $92.4K in Q2 2023. 184 funds tracked by Wall St. Rank hold TAN as of Q1 2025.

Lindbrook Capital held 131 shares of Invesco Solar ETF worth $3.99K as of Q1 2025.
Lindbrook Capital left its Invesco Solar ETF share count unchanged in Q1 2025.
Invesco Solar ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2051 holding.
Lindbrook Capital first reported a position in Invesco Solar ETF in Q4 2020 and has held it in 18 quarters since.
Lindbrook Capital's Invesco Solar ETF position peaked at $92.4K in Q2 2023.
184 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.