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M Holdings Securities’s Invesco Solar ETF TAN Stock Holding History

M Holdings Securities’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
Q3 		– Sell
-5,202
Closed -$209K – 277
2024
Q2 		$209K Buy
+5,202
New +$227K 0.03% 282

Other funds holding TAN

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

M Holdings Securities's TAN Position: Q3 2024 in Review

M Holdings Securities sold out of Invesco Solar ETF (TAN) in Q3 2024, closing a stake of 5,202 shares — an estimated $209K sold.

M Holdings Securities first reported a position in TAN in Q2 2024 and held it in 1 quarter. The position peaked at $209K in Q2 2024. 219 funds tracked by Wall St. Rank hold TAN as of Q3 2024.

  • M Holdings Securities reported no remaining Invesco Solar ETF position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 5,202 Invesco Solar ETF shares in Q3 2024, an estimated $209K.
  • M Holdings Securities first reported a position in Invesco Solar ETF in Q2 2024 and held it in 1 quarter.
  • M Holdings Securities's Invesco Solar ETF position peaked at $209K in Q2 2024.
  • 219 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.