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Northwest Financial Advisors’s Invesco Solar ETF TAN Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-378
Closed -$16.3K – 491
2024
Q3 		$16.3K Buy
+378
New +$15.5K 0.01% 346
2024
Q1 		– Sell
-378
Closed -$20.1K – 469
2023
Q4 		$20.1K Buy
+378
New +$17.7K 0.02% 301

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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwest Financial Advisors's TAN Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Invesco Solar ETF (TAN) in Q4 2024, closing a stake of 378 shares — an estimated $16.3K sold.

Northwest Financial Advisors first reported a position in TAN in Q4 2023 and held it in 2 quarters. The position peaked at $20.1K in Q4 2023. 201 funds tracked by Wall St. Rank hold TAN as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Invesco Solar ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 378 Invesco Solar ETF shares in Q4 2024, an estimated $16.3K.
  • Northwest Financial Advisors first reported a position in Invesco Solar ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Invesco Solar ETF position peaked at $20.1K in Q4 2023.
  • 201 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.