Migdal Insurance & Financial Holdings’s Invesco Solar ETF TAN Stock Holding History

Migdal Insurance & Financial Holdings’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 Q2	–	Sell	-2,705,000	Closed	-$82.4M	–	432
2025 Q1	$82.4M	Buy	2,705,000 +1,375,000	+103%	+$46M	1.16%	27
2024 Q4	$44M	Buy	+1,330,000	New	+$49.1M	0.63%	42
2024 Q2	–	Sell	-1,013,500	Closed	-$46M	–	552
2024 Q1	$46M	Sell	1,013,500 -91,000	-8%	-$4.06M	0.74%	33
2023 Q4	$58.9M	Buy	1,104,500 +1,103,000	+73,533%	+$51.6M	1.19%	23
2023 Q3	$78K	Buy	+1,500	New	+$92.4K	﹤0.01%	302
2022 Q3	–	Sell	-100	Closed	-$7K	–	610
2022 Q2	$7K	Hold	100	–	–	﹤0.01%	543
2022 Q1	$8K	Hold	100	–	–	﹤0.01%	563
2021 Q4	$8K	Buy	+100	New	+$8.76K	﹤0.01%	622

Other funds holding TAN

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Migdal Insurance & Financial Holdings's TAN Position: Q2 2025 in Review

Migdal Insurance & Financial Holdings sold out of Invesco Solar ETF (TAN) in Q2 2025, closing a stake of 2,705,000 shares — an estimated $82.4M sold.

Migdal Insurance & Financial Holdings first reported a position in TAN in Q4 2021 and held it in 8 quarters. The position peaked at $82.4M in Q1 2025. 178 funds tracked by Wall St. Rank hold TAN as of Q2 2025.

Migdal Insurance & Financial Holdings reported no remaining Invesco Solar ETF position as of Q2 2025 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 2,705,000 Invesco Solar ETF shares in Q2 2025, an estimated $82.4M.
Migdal Insurance & Financial Holdings first reported a position in Invesco Solar ETF in Q4 2021 and held it in 8 quarters.
Migdal Insurance & Financial Holdings's Invesco Solar ETF position peaked at $82.4M in Q1 2025.
178 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2025, filed 4 Aug 2025.