Optimum Investment Advisors’s Invesco Solar ETF TAN Stock Holding History

Optimum Investment 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 Q1	–	Sell	-583	Closed	-$31.1K	–	663
2023 Q4	$31.1K	Hold	583	–	–	0.02%	397
2023 Q3	$30.2K	Buy	583 +164	+39%	+$10.1K	0.02%	421
2023 Q2	$29.9K	Buy	+419	New	+$30.2K	0.01%	433
2020 Q2	–	Sell	-700	Closed	-$18K	–	928
2020 Q1	$18K	Hold	700	–	–	0.01%	600
2019 Q4	$22K	Hold	700	–	–	0.01%	654
2019 Q3	$21K	Buy	+700	New	+$20.9K	0.01%	676

Other funds holding TAN

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

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

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

Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Optimum Investment Advisors's TAN Position: Q1 2024 in Review

Optimum Investment Advisors sold out of Invesco Solar ETF (TAN) in Q1 2024, closing a stake of 583 shares — an estimated $31.1K sold.

Optimum Investment Advisors first reported a position in TAN in Q3 2019 and held it in 6 quarters. The position peaked at $31.1K in Q4 2023. 241 funds tracked by Wall St. Rank hold TAN as of Q1 2024.

Optimum Investment Advisors reported no remaining Invesco Solar ETF position as of Q1 2024 after selling out during the quarter.
Optimum Investment Advisors sold 583 Invesco Solar ETF shares in Q1 2024, an estimated $31.1K.
Optimum Investment Advisors first reported a position in Invesco Solar ETF in Q3 2019 and held it in 6 quarters.
Optimum Investment Advisors's Invesco Solar ETF position peaked at $31.1K in Q4 2023.
241 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2024.

Based on Optimum Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.