LMR Partners’s Invesco Solar ETF TAN Stock Holding History

LMR Partners’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
2026 Q1	$13M	Buy	233,207 +226,338	+3,295%	+$12.5M	0.03%	331
2025 Q4	$337K	Buy	6,869 +4,169	+154%	+$201K	﹤0.01%	1189
2025 Q3	$118K	Sell	2,700 -179,790	-99%	-$7.18M	﹤0.01%	1268
2025 Q2	$6.25M	Buy	+182,490	New	+$5.73M	0.04%	388
2024 Q4	–	Sell	-17,330	Closed	-$639K	–	1587
2024 Q3	$747K	Buy	+17,330	New	+$709K	0.01%	776
2024 Q1	–	Sell	-427,965	Closed	-$22.8M	–	1304
2023 Q4	$22.8M	Buy	+427,965	New	+$20M	0.26%	91
2023 Q3	–	Sell	-218,314	Closed	-$15.6M	–	1031
2023 Q2	$15.6M	Buy	+218,314	New	+$15.7M	0.17%	133
2022 Q4	–	Sell	-275,000	Closed	-$20.2M	–	1266
2022 Q3	$20.2M	Sell	275,000 -50,000	-15%	-$4.03M	0.37%	48
2022 Q2	$23.2M	Buy	325,000 +200,000	+160%	+$13.9M	0.39%	49
2022 Q1	$9.43M	Buy	+125,000	New	+$8.64M	0.11%	197

Other funds holding TAN

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Bank of America

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

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

Wealth High Governance Asset Management Sao Paulo $641M AUM