OPS
TAN icon

Orion Portfolio Solutions’s Invesco Solar ETF TAN Stock Holding History

Orion Portfolio Solutions’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
2023
Q1 		– Sell
-3,497
Closed -$255K – 1609
2022
Q4 		$255K Sell
3,497
-682
-16% -$51.4K 0.01% 708
2022
Q3 		$308K Buy
+4,179
New +$337K 0.01% 563
2022
Q1 		– Sell
-3,627
Closed -$279K – 758
2021
Q4 		$279K Sell
3,627
-678
-16% -$59.4K 0.01% 594
2021
Q3 		$344K Buy
4,305
+813
+23% +$68.4K 0.01% 494
2021
Q2 		$312K Buy
3,492
+940
+37% +$76.5K 0.01% 480
2021
Q1 		$234K Buy
+2,552
New +$268K 0.01% 491
2020
Q1 		– Sell
-660
Closed -$20K – 2291
2019
Q4 		$20K Buy
+660
New +$19.1K ﹤0.01% 777

Other funds holding TAN

Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return