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

McClarren 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
2025 Q1	–	Sell	-17	Closed	-$2K	–	359
2024 Q4	$2K	Hold	17	–	–	0.01%	181
2024 Q3	$2K	Sell	17 -23	-58%	-$941	﹤0.01%	223
2024 Q2	$3K	Sell	40 -51	-56%	-$2.23K	﹤0.01%	275
2024 Q1	$5K	Hold	91	–	–	﹤0.01%	257
2023 Q4	$5K	Buy	91 +1	+1%	+$47	﹤0.01%	297
2023 Q3	$4K	Hold	90	–	–	﹤0.01%	285
2023 Q2	$6K	Hold	90	–	–	0.01%	280
2023 Q1	$7K	Hold	90	–	–	0.01%	258
2022 Q4	$6K	Hold	90	–	–	0.01%	275
2022 Q3	$6K	Buy	+90	New	+$7.26K	0.01%	251
2022 Q2	–	Sell	-90	Closed	-$6K	–	243
2022 Q1	$6K	Sell	90 -1	-1%	-$69	﹤0.01%	227
2021 Q4	$7K	Buy	91 +1	+1%	+$88	﹤0.01%	255
2021 Q3	$7K	Hold	90	–	–	0.01%	229
2021 Q2	$8K	Hold	90	–	–	0.01%	237
2021 Q1	$8K	Hold	90	–	–	0.01%	210
2020 Q4	$9K	Buy	+90	New	+$7.21K	0.01%	172

Other funds holding TAN

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

McClarren Financial Advisors's TAN Position: Q1 2025 in Review

McClarren Financial Advisors sold out of Invesco Solar ETF (TAN) in Q1 2025, closing a stake of 17 shares — an estimated $2K sold.

McClarren Financial Advisors first reported a position in TAN in Q4 2020 and held it in 16 quarters. The position peaked at $9K in Q4 2020. 184 funds tracked by Wall St. Rank hold TAN as of Q1 2025.

McClarren Financial Advisors reported no remaining Invesco Solar ETF position as of Q1 2025 after selling out during the quarter.
McClarren Financial Advisors sold 17 Invesco Solar ETF shares in Q1 2025, an estimated $2K.
McClarren Financial Advisors first reported a position in Invesco Solar ETF in Q4 2020 and held it in 16 quarters.
McClarren Financial Advisors's Invesco Solar ETF position peaked at $9K in Q4 2020.
184 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.