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Lugano Financial Advisors SA (LFA)’s Invesco Solar ETF TAN Stock Holding History

Lugano Financial Advisors SA (LFA)’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
-330
Closed -$10.9K – 203
2024
Q4 		$10.9K Sell
330
-370
-53% -$13.7K 0.01% 183
2024
Q3 		$30.2K Hold
700
– – 0.02% 159
2024
Q2 		$28.1K Buy
+700
New +$30.6K 0.02% 149

Other funds holding TAN

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s TAN Position: Q1 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of Invesco Solar ETF (TAN) in Q1 2025, closing a stake of 330 shares — an estimated $10.9K sold.

Lugano Financial Advisors SA (LFA) first reported a position in TAN in Q2 2024 and held it in 3 quarters. The position peaked at $30.2K in Q3 2024. 184 funds tracked by Wall St. Rank hold TAN as of Q1 2025.

  • Lugano Financial Advisors SA (LFA) reported no remaining Invesco Solar ETF position as of Q1 2025 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 330 Invesco Solar ETF shares in Q1 2025, an estimated $10.9K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Invesco Solar ETF in Q2 2024 and held it in 3 quarters.
  • Lugano Financial Advisors SA (LFA)'s Invesco Solar ETF position peaked at $30.2K in Q3 2024.
  • 184 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2025, filed 28 Apr 2025.