SCA
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Stonebridge Capital Advisors’s Invesco Solar ETF TAN Stock Holding History

Stonebridge 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
Q4 		– Sell
-264
Closed -$13.7K – 786
2023
Q3 		$13.7K Hold
264
– – ﹤0.01% 557
2023
Q2 		$18.9K Hold
264
– – ﹤0.01% 527
2023
Q1 		$20.5K Sell
264
-110
-29% -$8.43K ﹤0.01% 514
2022
Q4 		$27.3K Hold
374
– – ﹤0.01% 443
2022
Q3 		$28K Sell
374
-100
-21% -$8.07K ﹤0.01% 420
2022
Q2 		$34K Sell
474
-50
-10% -$3.46K ﹤0.01% 414
2022
Q1 		$40K Buy
524
+100
+24% +$6.91K ﹤0.01% 423
2021
Q4 		$33K Buy
424
+50
+13% +$4.38K ﹤0.01% 435
2021
Q3 		$30K Sell
374
-154
-29% -$13K ﹤0.01% 420
2021
Q2 		$48K Buy
528
+264
+100% +$21.5K ﹤0.01% 479
2021
Q1 		$24K Buy
+264
New +$27.7K ﹤0.01% 476

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
LP
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
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return