Mirabella Financial Services’s Invesco Solar ETF TAN Stock Holding History

Mirabella Financial Services’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	-69,800	Closed	-$2.81M	–	431
2024 Q2	$2.81M	Buy	+69,800	New	+$3.05M	0.2%	62
2023 Q3	–	Sell	-11,200	Closed	-$800K	–	612
2023 Q2	$800K	Buy	+11,200	New	+$808K	0.09%	235
2021 Q4	–	Sell	-31,300	Closed	-$2.5M	–	592
2021 Q3	$2.5M	Buy	31,300 +20,500	+190%	+$1.73M	0.33%	84
2021 Q2	$965K	Buy	+10,800	New	+$879K	0.17%	129
2021 Q1	–	Sell	-40,089	Closed	-$4.12M	–	410
2020 Q4	$4.12M	Buy	+40,089	New	+$3.21M	0.51%	77

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

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

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

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

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

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

Mirabella Financial Services's TAN Position: Q3 2024 in Review

Mirabella Financial Services sold out of Invesco Solar ETF (TAN) in Q3 2024, closing a stake of 69,800 shares — an estimated $2.81M sold.

Mirabella Financial Services first reported a position in TAN in Q4 2020 and held it in 5 quarters. The position peaked at $4.12M in Q4 2020. 219 funds tracked by Wall St. Rank hold TAN as of Q3 2024.

Mirabella Financial Services reported no remaining Invesco Solar ETF position as of Q3 2024 after selling out during the quarter.
Mirabella Financial Services sold 69,800 Invesco Solar ETF shares in Q3 2024, an estimated $2.81M.
Mirabella Financial Services first reported a position in Invesco Solar ETF in Q4 2020 and held it in 5 quarters.
Mirabella Financial Services's Invesco Solar ETF position peaked at $4.12M in Q4 2020.
219 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.