Tradition Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Tradition Wealth Management’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	-592	Closed	-$32K	–	1092
2023 Q4	$32K	Buy	592 +1	+0.2%	+$47	﹤0.01%	737
2023 Q3	$31K	Hold	591	–	–	﹤0.01%	732
2023 Q2	$42K	Hold	591	–	–	﹤0.01%	685
2023 Q1	$46K	Sell	591 -8	-1%	-$613	0.01%	633
2022 Q4	$44K	Sell	599 -102	-15%	-$7.69K	0.01%	567
2022 Q3	$52K	Hold	701	–	–	0.01%	501
2022 Q2	$50K	Hold	701	–	–	0.01%	458
2022 Q1	$53K	Sell	701 -194	-22%	-$13.4K	0.01%	507
2021 Q4	$69K	Buy	895 +194	+28%	+$17K	0.01%	467
2021 Q3	$56K	Hold	701	–	–	0.01%	481
2021 Q2	$63K	Sell	701 -2	-0.3%	-$163	0.01%	479
2021 Q1	$65K	Buy	703 +133	+23%	+$14K	0.01%	388
2020 Q4	$59K	Buy	+570	New	+$45.6K	0.01%	378

Other funds holding TAN

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

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Bank of America

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

Electron Capital Partners New York $2.13B AUM 87.77% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Point72 Europe London, United Kingdom $1.84B AUM 25.99% 1-Year Est. Return

Susquehanna International Group

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

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return