Morgan Stanley’s Invesco Solar ETF TAN Stock Holding History

Morgan Stanley’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
2026 Q1	$24.6M	Sell	442,283 -24,586	-5%	-$1.36M	﹤0.01%	2753
2025 Q4	$22.9M	Buy	466,869 +7,235	+2%	+$348K	﹤0.01%	2806
2025 Q3	$20.1M	Buy	459,634 +107,615	+31%	+$4.3M	﹤0.01%	2891
2025 Q2	$12.1M	Sell	352,019 -77,094	-18%	-$2.42M	﹤0.01%	3275
2025 Q1	$13.1M	Buy	429,113 +32,980	+8%	+$1.1M	﹤0.01%	3100
2024 Q4	$13.1M	Sell	396,133 -173,975	-31%	-$6.42M	﹤0.01%	3149
2024 Q3	$24.6M	Buy	570,108 +146,390	+35%	+$5.99M	﹤0.01%	2588
2024 Q2	$17M	Sell	423,718 -12,517	-3%	-$547K	﹤0.01%	2837
2024 Q1	$19.8M	Sell	436,235 -476,369	-52%	-$21.2M	﹤0.01%	2703
2023 Q4	$48.7M	Buy	912,604 +317,757	+53%	+$14.9M	﹤0.01%	2488
2023 Q3	$30.8M	Buy	594,847 +19,340	+3%	+$1.19M	﹤0.01%	2025
2023 Q2	$41.1M	Sell	575,507 -79,003	-12%	-$5.7M	﹤0.01%	1756
2023 Q1	$50.8M	Sell	654,510 -60,458	-8%	-$4.63M	0.01%	1526
2022 Q4	$52.1M	Sell	714,968 -275,446	-28%	-$20.8M	0.01%	1464
2022 Q3	$72.9M	Buy	990,414 +418,343	+73%	+$33.8M	0.01%	1073
2022 Q2	$40.8M	Sell	572,071 -15,302	-3%	-$1.06M	0.01%	1553
2022 Q1	$44.3M	Sell	587,373 -567,622	-49%	-$39.2M	0.01%	1380
2021 Q4	$88.9M	Buy	1,154,995 +419,106	+57%	+$36.7M	0.01%	973
2021 Q3	$58.8M	Buy	735,889 +36,642	+5%	+$3.08M	0.01%	1182
2021 Q2	$62.5M	Buy	699,247 +96,234	+16%	+$7.83M	0.01%	1155
2021 Q1	$55.3M	Buy	603,013 +38,947	+7%	+$4.09M	0.01%	1110
2020 Q4	$58M	Buy	564,066 +227,693	+68%	+$18.2M	0.01%	986
2020 Q3	$21.8M	Buy	336,373 +63,274	+23%	+$3.18M	﹤0.01%	1420
2020 Q2	$9.86M	Buy	273,099 +42,407	+18%	+$1.34M	﹤0.01%	1977
2020 Q1	$5.82M	Buy	230,692 +13,387	+6%	+$437K	﹤0.01%	2307
2019 Q4	$6.69M	Buy	217,305 +21,803	+11%	+$630K	﹤0.01%	2865
2019 Q3	$5.74M	Buy	195,502 +58,142	+42%	+$1.74M	﹤0.01%	2712
2019 Q2	$3.88M	Buy	137,360 +9,590	+8%	+$248K	﹤0.01%	3183
2019 Q1	$2.96M	Buy	127,770 +33,134	+35%	+$754K	﹤0.01%	3234
2018 Q4	$1.76M	Sell	94,636 -28,210	-23%	-$556K	﹤0.01%	3873
2018 Q3	$2.55M	Sell	122,846 -17,969	-13%	-$397K	﹤0.01%	3807
2018 Q2	$3.25M	Buy	140,815 +25,990	+23%	+$642K	﹤0.01%	3620
2018 Q1	$2.82M	Sell	114,825 -3,400	-3%	-$84.9K	﹤0.01%	3658
2017 Q4	$2.97M	Buy	118,225 +31,441	+36%	+$751K	﹤0.01%	3655
2017 Q3	$1.88M	Buy	86,784 +24,167	+39%	+$517K	﹤0.01%	3946
2017 Q2	$1.25M	Sell	62,617 -126,354	-67%	-$2.29M	﹤0.01%	4210
2017 Q1	$3.27M	Buy	188,971 +140,047	+286%	+$2.5M	﹤0.01%	3349
2016 Q4	$810K	Sell	48,924 -12,853	-21%	-$238K	﹤0.01%	4622
2016 Q3	$1.25M	Sell	61,777 -11,171	-15%	-$236K	﹤0.01%	3858
2016 Q2	$1.53M	Buy	72,948 +15,090	+26%	+$332K	﹤0.01%	3644
2016 Q1	$1.31M	Sell	57,858 -16,608	-22%	-$398K	﹤0.01%	3703
2015 Q4	$2.28M	Buy	74,466 +1,513	+2%	+$44.5K	﹤0.01%	3379
2015 Q3	$1.94M	Sell	72,953 -98,049	-57%	-$3.18M	﹤0.01%	3544
2015 Q2	$6.71M	Buy	171,002 +20,897	+14%	+$943K	﹤0.01%	2523
2015 Q1	$6.67M	Buy	150,105 +18,925	+14%	+$729K	﹤0.01%	2476
2014 Q4	$4.47M	Sell	131,180 -100,824	-43%	-$3.61M	﹤0.01%	2831
2014 Q3	$9.43M	Sell	232,004 -26,887	-10%	-$1.14M	﹤0.01%	2074
2014 Q2	$11.5M	Buy	258,891 +75,234	+41%	+$3.11M	﹤0.01%	1906
2014 Q1	$8.12M	Buy	183,657 +4,438	+2%	+$190K	﹤0.01%	2126
2013 Q4	$6.31M	Sell	179,219 -7,583	-4%	-$284K	﹤0.01%	2363
2013 Q3	$6.45M	Buy	186,802 +110,368	+144%	+$3.1M	﹤0.01%	2173
2013 Q2	$1.81M	Buy	+76,434	New	+$1.63M	﹤0.01%	3232

Other funds holding TAN

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

WHGAM

Wealth High Governance Asset Management Sao Paulo $641M AUM