PF
TAN icon

Phoenix Financial’s Invesco Solar ETF TAN Stock Holding History

Phoenix Financial’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
-27,624
Closed -$2.01M – 336
2022
Q4 		$2.01M Sell
27,624
-22,810
-45% -$1.72M 0.04% 137
2022
Q3 		$3.71M Buy
50,434
+11,968
+31% +$966K 0.08% 108
2022
Q2 		$2.75M Buy
38,466
+738
+2% +$51.1K 0.06% 140
2022
Q1 		$2.85M Buy
37,728
+22,163
+142% +$1.53M 0.05% 167
2021
Q4 		$1.2M Buy
+15,565
New +$1.36M 0.02% 235
2021
Q2 		– Sell
-115,180
Closed -$10.6M – 410
2021
Q1 		$10.6M Buy
+115,180
New +$12.1M 0.24% 102

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