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 $22.3B AUM 79.91% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MIH

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Tradition Wealth Management's TAN Position: Q1 2024 in Review

Tradition Wealth Management sold out of Invesco Solar ETF (TAN) in Q1 2024, closing a stake of 592 shares — an estimated $32K sold.

Tradition Wealth Management first reported a position in TAN in Q4 2020 and held it in 13 quarters. The position peaked at $69K in Q4 2021. 241 funds tracked by Wall St. Rank hold TAN as of Q1 2024.

Tradition Wealth Management reported no remaining Invesco Solar ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 592 Invesco Solar ETF shares in Q1 2024, an estimated $32K.
Tradition Wealth Management first reported a position in Invesco Solar ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Invesco Solar ETF position peaked at $69K in Q4 2021.
241 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.