Michael Gelband’s Invesco Solar ETF TAN Stock Holding History

Michael Gelband’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 Q4	–	Sell	-95,200	Closed	-$4.1M	–	2045
2024 Q3	$4.1M	Buy	+95,200	New	+$3.9M	0.03%	491
2024 Q2	–	Sell	-19,144	Closed	-$836K	–	1971
2024 Q1	$869K	Sell	19,144 -24,856	-56%	-$1.11M	0.01%	992
2023 Q4	$2.35M	Sell	44,000 -1,000	-2%	-$46.8K	0.02%	536
2023 Q3	$2.33M	Buy	+45,000	New	+$2.77M	0.02%	629
2023 Q1	–	Sell	-132,000	Closed	-$9.63M	–	2115
2022 Q4	$9.63M	Buy	+132,000	New	+$9.95M	0.14%	178
2021 Q1	–	Sell	-18,500	Closed	-$1.9M	–	2590
2020 Q4	$1.9M	Buy	+18,500	New	+$1.48M	0.02%	557

Other funds holding TAN

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

MIFH

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Michael Gelband's TAN Position: Q4 2024 in Review

Michael Gelband sold out of Invesco Solar ETF (TAN) in Q4 2024, closing a stake of 95,200 shares — an estimated $4.1M sold.

Michael Gelband first reported a position in TAN in Q4 2020 and held it in 6 quarters. The position peaked at $9.63M in Q4 2022. 201 funds tracked by Wall St. Rank hold TAN as of Q4 2024.

Michael Gelband reported no remaining Invesco Solar ETF position as of Q4 2024 after selling out during the quarter.
Michael Gelband sold 95,200 Invesco Solar ETF shares in Q4 2024, an estimated $4.1M.
Michael Gelband first reported a position in Invesco Solar ETF in Q4 2020 and held it in 6 quarters.
Michael Gelband's Invesco Solar ETF position peaked at $9.63M in Q4 2022.
201 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2024.

Based on ExodusPoint Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.