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Raab & Moskowitz Asset Management’s Invesco Solar ETF TAN Stock Holding History

Raab & Moskowitz Asset 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
Q3 		– Sell
-5,396
Closed -$217K – 173
2024
Q2 		$217K Sell
5,396
-1,257
-19% -$54.9K 0.06% 160
2024
Q1 		$302K Buy
6,653
+2,224
+50% +$99.2K 0.08% 151
2023
Q4 		$236K Buy
+4,429
New +$207K 0.07% 155

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Raab & Moskowitz Asset Management's TAN Position: Q3 2024 in Review

Raab & Moskowitz Asset Management sold out of Invesco Solar ETF (TAN) in Q3 2024, closing a stake of 5,396 shares — an estimated $217K sold.

Raab & Moskowitz Asset Management first reported a position in TAN in Q4 2023 and held it in 3 quarters. The position peaked at $302K in Q1 2024. 219 funds tracked by Wall St. Rank hold TAN as of Q3 2024.

  • Raab & Moskowitz Asset Management reported no remaining Invesco Solar ETF position as of Q3 2024 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 5,396 Invesco Solar ETF shares in Q3 2024, an estimated $217K.
  • Raab & Moskowitz Asset Management first reported a position in Invesco Solar ETF in Q4 2023 and held it in 3 quarters.
  • Raab & Moskowitz Asset Management's Invesco Solar ETF position peaked at $302K in Q1 2024.
  • 219 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2024.

Based on Raab & Moskowitz Asset Management's 13F filing for Q3 2024, filed 15 Nov 2024.