SFPG
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Stonebridge Financial Planning Group’s Invesco Solar ETF TAN Stock Holding History

Stonebridge Financial Planning 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
Q4 		– Sell
-6,372
Closed -$330K – 155
2023
Q3 		$330K Sell
6,372
-3,312
-34% -$204K 0.21% 107
2023
Q2 		$692K Buy
9,684
+101
+1% +$7.29K 0.42% 64
2023
Q1 		$744K Sell
9,583
-640
-6% -$49K 0.48% 63
2022
Q4 		$746K Buy
10,223
+1,425
+16% +$107K 0.5% 62
2022
Q3 		$648K Buy
+8,798
New +$710K 0.45% 60
2022
Q1 		– Sell
-75
Closed -$5K – 337
2021
Q4 		$5K Sell
75
-100
-57% -$8.76K ﹤0.01% 374
2021
Q3 		$17K Hold
175
– – 0.01% 310
2021
Q2 		$16K Buy
175
+100
+133% +$8.13K 0.01% 321
2021
Q1 		$6K Buy
+75
New +$7.88K ﹤0.01% 384

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