SIC
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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
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Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $11.2B AUM 20.49% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return