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Moloney Securities Asset Management’s Invesco Solar ETF TAN Stock Holding History

Moloney Securities Asset Management’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
Q1 		– Sell
-4,811
Closed -$257K – 496
2023
Q4 		$257K Sell
4,811
-735
-13% -$34.4K 0.04% 356
2023
Q3 		$287K Sell
5,546
-485
-8% -$29.9K 0.05% 320
2023
Q2 		$431K Sell
6,031
-68
-1% -$4.91K 0.08% 256
2023
Q1 		$473K Buy
6,099
+171
+3% +$13.1K 0.09% 243
2022
Q4 		$432K Hold
5,928
– – 0.1% 240
2022
Q3 		$436K Sell
5,928
-120
-2% -$9.68K 0.11% 220
2022
Q2 		$432K Sell
6,048
-2,460
-29% -$170K 0.1% 221
2022
Q1 		$642K Sell
8,508
-2,422
-22% -$167K 0.12% 196
2021
Q4 		$841K Sell
10,930
-42
-0.4% -$3.68K 0.14% 175
2021
Q3 		$877K Sell
10,972
-850
-7% -$71.5K 0.16% 170
2021
Q2 		$1.06M Buy
11,822
+580
+5% +$47.2K 0.19% 139
2021
Q1 		$1.03M Buy
11,242
+2,647
+31% +$278K 0.2% 133
2020
Q4 		$883K Buy
8,595
+3,956
+85% +$317K 0.2% 137
2020
Q3 		$301K Buy
+4,639
New +$233K 0.08% 236

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Moloney Securities Asset Management's TAN Position: Q1 2024 in Review

Moloney Securities Asset Management sold out of Invesco Solar ETF (TAN) in Q1 2024, closing a stake of 4,811 shares — an estimated $257K sold.

Moloney Securities Asset Management first reported a position in TAN in Q3 2020 and held it in 14 quarters. The position peaked at $1.06M in Q2 2021. 241 funds tracked by Wall St. Rank hold TAN as of Q1 2024.

  • Moloney Securities Asset Management reported no remaining Invesco Solar ETF position as of Q1 2024 after selling out during the quarter.
  • Moloney Securities Asset Management sold 4,811 Invesco Solar ETF shares in Q1 2024, an estimated $257K.
  • Moloney Securities Asset Management first reported a position in Invesco Solar ETF in Q3 2020 and held it in 14 quarters.
  • Moloney Securities Asset Management's Invesco Solar ETF position peaked at $1.06M in Q2 2021.
  • 241 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2024.

Based on Moloney Securities Asset Management's 13F filing for Q1 2024, filed 1 May 2024.