NAG
TAN icon

Northstar Advisory Group’s Invesco Solar ETF TAN Stock Holding History

Northstar Advisory Group’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
-8,972
Closed -$361K – 107
2024
Q2 		$361K Buy
+8,972
New +$392K 0.21% 74

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Balyasny Asset Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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

Northstar Advisory Group's TAN Position: Q3 2024 in Review

Northstar Advisory Group sold out of Invesco Solar ETF (TAN) in Q3 2024, closing a stake of 8,972 shares — an estimated $361K sold.

Northstar Advisory Group first reported a position in TAN in Q2 2024 and held it in 1 quarter. The position peaked at $361K in Q2 2024. 219 funds tracked by Wall St. Rank hold TAN as of Q3 2024.

  • Northstar Advisory Group reported no remaining Invesco Solar ETF position as of Q3 2024 after selling out during the quarter.
  • Northstar Advisory Group sold 8,972 Invesco Solar ETF shares in Q3 2024, an estimated $361K.
  • Northstar Advisory Group first reported a position in Invesco Solar ETF in Q2 2024 and held it in 1 quarter.
  • Northstar Advisory Group's Invesco Solar ETF position peaked at $361K in Q2 2024.
  • 219 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2024.

Based on Northstar Advisory Group's 13F filing for Q3 2024, filed 8 Nov 2024.