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Triumph Capital Management’s Invesco Solar ETF TAN Stock Holding History

Triumph Capital 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
-6,000
Closed -$320K – 257
2023
Q4 		$320K Buy
+6,000
New +$281K 0.14% 143

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ECP
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Jane Street
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Morgan Stanley
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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

Triumph Capital Management's TAN Position: Q1 2024 in Review

Triumph Capital Management sold out of Invesco Solar ETF (TAN) in Q1 2024, closing a stake of 6,000 shares — an estimated $320K sold.

Triumph Capital Management first reported a position in TAN in Q4 2023 and held it in 1 quarter. The position peaked at $320K in Q4 2023. 241 funds tracked by Wall St. Rank hold TAN as of Q1 2024.

  • Triumph Capital Management reported no remaining Invesco Solar ETF position as of Q1 2024 after selling out during the quarter.
  • Triumph Capital Management sold 6,000 Invesco Solar ETF shares in Q1 2024, an estimated $320K.
  • Triumph Capital Management first reported a position in Invesco Solar ETF in Q4 2023 and held it in 1 quarter.
  • Triumph Capital Management's Invesco Solar ETF position peaked at $320K in Q4 2023.
  • 241 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2024.

Based on Triumph Capital Management's 13F filing for Q1 2024, filed 25 Apr 2024.