Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
NFSG
Newbridge Financial Services Group’s
Invesco Solar ETF
TAN
Stock Holding History
Newbridge Financial Services Group’s Portfolio
TAN Stock Details
TAN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$55.7K
Buy
+1,000
New
+$55.3K
0.01%
402
2024
Q2
–
Sell
-5
Closed
-$227
–
1222
2024
Q1
$227
Buy
+5
New
+$223
﹤0.01%
1121
2022
Q4
–
Sell
-200
Closed
-$15K
–
1507
2022
Q3
$15K
Hold
200
–
–
0.01%
784
2022
Q2
$14K
Hold
200
–
–
0.01%
765
2022
Q1
$15K
Buy
+200
New
+$13.8K
0.01%
818
Other funds holding TAN
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
CI
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
MTWSIF
Mivtachim The Workers Social Insurance Fund
Tel Aviv, Israel
$789M AUM
73.25%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Millennium Management
New York
$240B AUM
35.51%
1-Year Est. Return
LP
LMR Partners
London, United Kingdom
$45.4B 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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close