PWM
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Perigon Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Perigon Wealth Management’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
2025
Q4 		– Sell
-9,806
Closed -$428K – 1363
2025
Q3 		$428K Sell
9,806
-1,600
-14% -$63.9K 0.01% 803
2025
Q2 		$391K Buy
11,406
+2,200
+24% +$69.1K 0.01% 750
2025
Q1 		$280K Buy
9,206
+841
+10% +$28.1K 0.01% 837
2024
Q4 		$290K Buy
+8,365
New +$309K 0.01% 830
2021
Q1 		– Sell
-913
Closed -$94K – 971
2020
Q4 		$94K Buy
+913
New +$73.1K 0.01% 556

Other funds holding TAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHGAM
Wealth High Governance Asset Management Sao Paulo $641M AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $2.25B AUM 27.43% 1-Year Est. Return
WHGC
Wealth High Governance Capital Sao Paulo, Brazil $333M AUM 125.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return