TF
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Tompkins Financial’s Invesco Solar ETF TAN Stock Holding History

Tompkins Financial’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
Q1 		– Sell
-5
Closed -$267 – 699
2023
Q4 		$267 Hold
5
– – ﹤0.01% 637
2023
Q3 		$259 Hold
5
– – ﹤0.01% 576
2023
Q2 		$357 Hold
5
– – ﹤0.01% 595
2023
Q1 		$388 Hold
5
– – ﹤0.01% 623
2022
Q4 		$0 Hold
5
– – ﹤0.01% 630
2022
Q3 		$0 Hold
5
– – ﹤0.01% 616
2022
Q2 		$0 Hold
5
– – ﹤0.01% 615
2022
Q1 		$0 Buy
+5
New +$346 ﹤0.01% 611

Other funds holding TAN

Clal Insurance
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Tompkins Financial's TAN Position: Q1 2024 in Review

Tompkins Financial sold out of Invesco Solar ETF (TAN) in Q1 2024, closing a stake of 5 shares — an estimated $267 sold.

Tompkins Financial first reported a position in TAN in Q1 2022 and held it in 8 quarters. The position peaked at $388 in Q1 2023. 241 funds tracked by Wall St. Rank hold TAN as of Q1 2024.

  • Tompkins Financial reported no remaining Invesco Solar ETF position as of Q1 2024 after selling out during the quarter.
  • Tompkins Financial sold 5 Invesco Solar ETF shares in Q1 2024, an estimated $267.
  • Tompkins Financial first reported a position in Invesco Solar ETF in Q1 2022 and held it in 8 quarters.
  • Tompkins Financial's Invesco Solar ETF position peaked at $388 in Q1 2023.
  • 241 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2024.

Based on Tompkins Financial's 13F filing for Q1 2024, filed 8 Apr 2024.