SA
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Sanctuary Advisors’s Invesco Solar ETF TAN Stock Holding History

Sanctuary 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
2025
Q2 		– Sell
-14,334
Closed -$437K – 2448
2025
Q1 		$437K Sell
14,334
-900
-6% -$30.1K ﹤0.01% 1601
2024
Q4 		$521K Sell
15,234
-1,947
-11% -$71.8K ﹤0.01% 1661
2024
Q3 		$595K Sell
17,181
-318
-2% -$13K ﹤0.01% 1590
2024
Q2 		$713K Buy
+17,499
New +$764K 0.01% 1388

Other funds holding TAN

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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $10.3B AUM 30.69% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return