Pine Valley Investments’s Invesco Solar ETF TAN Stock Holding History

Pine Valley Investments’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
2024 Q2	–	Sell	-4,672	Closed	-$212K	–	518
2024 Q1	$212K	Hold	4,672	–	–	0.01%	461
2023 Q4	$249K	Hold	4,672	–	–	0.02%	418
2023 Q3	$242K	Sell	4,672 -205	-4%	-$12.6K	0.02%	399
2023 Q2	$348K	Buy	+4,877	New	+$352K	0.03%	301

Other funds holding TAN

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Pine Valley Investments's TAN Position: Q2 2024 in Review

Pine Valley Investments sold out of Invesco Solar ETF (TAN) in Q2 2024, closing a stake of 4,672 shares — an estimated $212K sold.

Pine Valley Investments first reported a position in TAN in Q2 2023 and held it in 4 quarters. The position peaked at $348K in Q2 2023. 234 funds tracked by Wall St. Rank hold TAN as of Q2 2024.

Pine Valley Investments reported no remaining Invesco Solar ETF position as of Q2 2024 after selling out during the quarter.
Pine Valley Investments sold 4,672 Invesco Solar ETF shares in Q2 2024, an estimated $212K.
Pine Valley Investments first reported a position in Invesco Solar ETF in Q2 2023 and held it in 4 quarters.
Pine Valley Investments's Invesco Solar ETF position peaked at $348K in Q2 2023.
234 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2024.

Based on Pine Valley Investments's 13F filing for Q2 2024, filed 30 Jul 2024.