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SJS Investment Consulting’s Invesco Solar ETF TAN Stock Holding History

SJS Investment Consulting’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
Q4 		– Sell
-10
Closed -$432 – 1699
2024
Q3 		$432 Hold
10
– – ﹤0.01% 1369
2024
Q2 		$403 Hold
10
– – ﹤0.01% 1359
2024
Q1 		$454 Hold
10
– – ﹤0.01% 1316
2023
Q4 		$534 Hold
10
– – ﹤0.01% 1229
2023
Q3 		$518 Hold
10
– – ﹤0.01% 1204
2023
Q2 		$715 Hold
10
– – ﹤0.01% 1030
2023
Q1 		$777 Hold
10
– – ﹤0.01% 995
2022
Q4 		$729 Hold
10
– – ﹤0.01% 1084
2022
Q3 		$1K Buy
+10
New +$807 ﹤0.01% 910
2022
Q1 		$1K Hold
10
– – ﹤0.01% 633
2021
Q4 		$1K Buy
+10
New +$876 ﹤0.01% 510

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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SJS Investment Consulting's TAN Position: Q4 2024 in Review

SJS Investment Consulting sold out of Invesco Solar ETF (TAN) in Q4 2024, closing a stake of 10 shares — an estimated $432 sold.

SJS Investment Consulting first reported a position in TAN in Q4 2021 and held it in 11 quarters. The position peaked at $1K in Q3 2022. 201 funds tracked by Wall St. Rank hold TAN as of Q4 2024.

  • SJS Investment Consulting reported no remaining Invesco Solar ETF position as of Q4 2024 after selling out during the quarter.
  • SJS Investment Consulting sold 10 Invesco Solar ETF shares in Q4 2024, an estimated $432.
  • SJS Investment Consulting first reported a position in Invesco Solar ETF in Q4 2021 and held it in 11 quarters.
  • SJS Investment Consulting's Invesco Solar ETF position peaked at $1K in Q3 2022.
  • 201 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2024.

Based on SJS Investment Consulting's 13F filing for Q4 2024, filed 21 Jan 2025.