Oliver Lagore Vanvalin Investment Group’s Invesco Solar ETF TAN Stock Holding History

Oliver Lagore Vanvalin Investment 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	-21	Closed	-$844	–	757
2024 Q2	$844	Hold	21	–	–	﹤0.01%	652
2024 Q1	$953	Sell	21 -65	-76%	-$2.9K	﹤0.01%	652
2023 Q4	$4.59K	Hold	86	–	–	﹤0.01%	538
2023 Q3	$4.45K	Sell	86 -3	-3%	-$185	﹤0.01%	576
2023 Q2	$6.36K	Sell	89 -5,570	-98%	-$402K	﹤0.01%	543
2023 Q1	$439K	Sell	5,659 -41,650	-88%	-$3.19M	0.19%	59
2022 Q4	$3.45M	Buy	47,309 +19,116	+68%	+$1.44M	1.95%	9
2022 Q3	$2.08M	Buy	28,193 +24,918	+761%	+$2.01M	1.34%	16
2022 Q2	$234K	Buy	3,275 +593	+22%	+$41.1K	0.14%	81
2022 Q1	$197K	Buy	+2,682	New	+$185K	0.13%	97

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's TAN Position: Q3 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Invesco Solar ETF (TAN) in Q3 2024, closing a stake of 21 shares — an estimated $844 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in TAN in Q1 2022 and held it in 10 quarters. The position peaked at $3.45M in Q4 2022. 219 funds tracked by Wall St. Rank hold TAN as of Q3 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining Invesco Solar ETF position as of Q3 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 21 Invesco Solar ETF shares in Q3 2024, an estimated $844.
Oliver Lagore Vanvalin Investment Group first reported a position in Invesco Solar ETF in Q1 2022 and held it in 10 quarters.
Oliver Lagore Vanvalin Investment Group's Invesco Solar ETF position peaked at $3.45M in Q4 2022.
219 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2024, filed 4 Nov 2024.