Sigma Planning Corp’s Invesco Solar ETF TAN Stock Holding History

Sigma Planning Corp’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
2023 Q4	–	Sell	-4,914	Closed	-$254K	–	1143
2023 Q3	$254K	Buy	4,914 +452	+10%	+$27.8K	0.01%	994
2023 Q2	$319K	Sell	4,462 -687	-13%	-$49.6K	0.01%	912
2023 Q1	$400K	Sell	5,149 -337	-6%	-$25.8K	0.01%	892
2022 Q4	$400K	Sell	5,486 -558	-9%	-$42K	0.01%	855
2022 Q3	$445K	Sell	6,044 -670	-10%	-$54.1K	0.02%	779
2022 Q2	$479K	Sell	6,714 -1,060	-14%	-$73.4K	0.02%	771
2022 Q1	$587K	Sell	7,774 -1,087	-12%	-$75.1K	0.02%	775
2021 Q4	$682K	Sell	8,861 -1,001	-10%	-$87.7K	0.02%	702
2021 Q3	$788K	Sell	9,862 -3,804	-28%	-$320K	0.02%	633
2021 Q2	$1.22M	Sell	13,666 -31,486	-70%	-$2.56M	0.04%	485
2021 Q1	$4.14M	Buy	45,152 +2,457	+6%	+$258K	0.13%	186
2020 Q4	$4.39M	Buy	42,695 +30,692	+256%	+$2.46M	0.15%	151
2020 Q3	$778K	Buy	+12,003	New	+$603K	0.03%	470

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return

Susquehanna International Group

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

Jane Street New York $93.1B AUM 61.18% 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