Snowden Capital Advisors’s Invesco Solar ETF TAN Stock Holding History

Snowden Capital 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
2023 Q2	–	Sell	-11,591	Closed	-$900K	–	1212
2023 Q1	$900K	Sell	11,591 -1,465	-11%	-$112K	0.04%	483
2022 Q4	$952K	Sell	13,056 -3,531	-21%	-$266K	0.04%	461
2022 Q3	$1.22M	Buy	16,587 +11,026	+198%	+$890K	0.06%	379
2022 Q2	$396K	Sell	5,561 -1,184	-18%	-$82K	0.02%	738
2022 Q1	$508K	Buy	6,745 +1,440	+27%	+$99.5K	0.02%	624
2021 Q4	$408K	Sell	5,305 -1,989	-27%	-$174K	0.02%	497
2021 Q3	$583K	Sell	7,294 -148	-2%	-$12.5K	0.03%	492
2021 Q2	$665K	Sell	7,442 -26,058	-78%	-$2.12M	0.03%	462
2021 Q1	$3.07M	Buy	33,500 +124	+0.4%	+$13K	0.18%	183
2020 Q4	$3.43M	Buy	33,376 +6,576	+25%	+$526K	0.23%	141
2020 Q3	$1.74M	Buy	+26,800	New	+$1.35M	0.14%	200

Other funds holding TAN

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Susquehanna International Group

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