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NBC Securities’s Invesco Solar ETF TAN Stock Holding History

NBC Securities’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 		$47.3K Sell
849
-2
-0.2% -$111 ﹤0.01% 1340
2025
Q4 		$41.8K Sell
851
-200
-19% -$9.63K ﹤0.01% 1427
2025
Q3 		$45.9K Sell
1,051
-100
-9% -$4K ﹤0.01% 1362
2025
Q2 		$39K Sell
1,151
-10
-0.9% -$314 ﹤0.01% 1415
2025
Q1 		$35K Buy
1,161
+1,160
+116,000% +$38.8K ﹤0.01% 1279
2024
Q4 		$38 Sell
1
-1,160
-100% -$42.8K ﹤0.01% 1079
2024
Q3 		$50K Hold
1,161
– – ﹤0.01% 1178
2024
Q2 		$46K Sell
1,161
-512
-31% -$22.4K ﹤0.01% 1168
2024
Q1 		$75K Hold
1,673
– – 0.01% 1021
2023
Q4 		$89K Sell
1,673
-55
-3% -$2.58K 0.01% 975
2023
Q3 		$89K Buy
+1,728
New +$106K 0.01% 972

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
LP
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
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return