Purus Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Purus 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
2024 Q2	–	Sell	-8,125	Closed	-$369K	–	118
2024 Q1	$369K	Sell	8,125 -566	-7%	-$25.2K	0.18%	76
2023 Q4	$464K	Sell	8,691 -455	-5%	-$21.3K	0.27%	70
2023 Q3	$474K	Sell	9,146 -35	-0.4%	-$2.15K	0.32%	59
2023 Q2	$656K	Sell	9,181 -1,740	-16%	-$126K	0.43%	50
2023 Q1	$848K	Sell	10,921 -212	-2%	-$16.2K	0.67%	37
2022 Q4	$812K	Sell	11,133 -42	-0.4%	-$3.17K	0.74%	35
2022 Q3	$823K	Sell	11,175 -162	-1%	-$13.1K	0.76%	33
2022 Q2	$809K	Sell	11,337 -88	-0.8%	-$6.09K	0.72%	34
2022 Q1	$862K	Sell	11,425 -591	-5%	-$40.8K	0.6%	40
2021 Q4	$925K	Buy	12,016 +6,529	+119%	+$572K	0.58%	43
2021 Q3	$439K	Buy	5,487 +92	+2%	+$7.74K	0.3%	60
2021 Q2	$482K	Sell	5,395 -437	-7%	-$35.5K	0.35%	57
2021 Q1	$535K	Buy	5,832 +1,114	+24%	+$117K	0.45%	51
2020 Q4	$485K	Buy	+4,718	New	+$378K	0.43%	47

Other funds holding TAN

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return