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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
2019
Q4 		– Sell
-500
Closed -$1K – 1019
2019
Q3 		$1K Buy
+500
New +$14.9K ﹤0.01% 974

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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.