Steward Financial Group’s Invesco Solar ETF TAN Stock Holding History

Steward Financial Group’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 Q3	$2K	Buy	+47	New	+$2.89K	﹤0.01%	1048
2023 Q2	–	Sell	-47	Closed	-$3K	–	948
2023 Q1	$3K	Hold	47	–	–	﹤0.01%	440
2022 Q4	$3K	Buy	+47	New	+$3.54K	﹤0.01%	282
2022 Q3	–	Sell	-47	Closed	-$3K	–	1174
2022 Q2	$3K	Hold	47	–	–	﹤0.01%	485
2022 Q1	$3K	Buy	+47	New	+$3.25K	﹤0.01%	270

Other funds holding TAN

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Steward Financial Group's TAN Position: Q3 2023 in Review

Steward Financial Group opened a new position in Invesco Solar ETF (TAN) in Q3 2023: 47 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1048 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in TAN as recently as Q1 2023.

Steward Financial Group first reported a position in TAN in Q1 2022 and has held it in 5 quarters since. The position peaked at $3K in Q1 2023. 271 funds tracked by Wall St. Rank hold TAN as of Q3 2023.

Steward Financial Group held 47 shares of Invesco Solar ETF worth $2K as of Q3 2023.
Invesco Solar ETF was a new Steward Financial Group position in Q3 2023.
Invesco Solar ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1048 holding.
Steward Financial Group first reported a position in Invesco Solar ETF in Q1 2022 and has held it in 5 quarters since.
Steward Financial Group's Invesco Solar ETF position peaked at $3K in Q1 2023.
271 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.