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Pin Oak Investment Advisors’s Invesco Solar ETF TAN Stock Holding History

Pin Oak 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
2026
Q1 		$22K Hold
398
– – 0.02% 297
2025
Q4 		$23K Hold
398
– – 0.02% 304
2025
Q3 		$17.4K Buy
+398
New +$15.9K 0.01% 321
2022
Q3 		– Sell
-431
Closed -$31K – 420
2022
Q2 		$31K Hold
431
– – 0.04% 177
2022
Q1 		$33K Hold
431
– – 0.04% 200
2021
Q4 		$33K Sell
431
-17
-4% -$1.49K 0.03% 208
2021
Q3 		$36K Hold
448
– – 0.04% 191
2021
Q2 		$40K Hold
448
– – 0.04% 175
2021
Q1 		$41K Hold
448
– – 0.03% 182
2020
Q4 		$46K Buy
+448
New +$35.9K 0.04% 191

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CI
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Morgan Stanley
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Bank of America
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MTWSIF
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LPL Financial
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Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return