Truepoint Inc’s Invesco Solar ETF TAN Stock Holding History

Truepoint Inc’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	-14,000	Closed	-$747K	–	229
2023 Q4	$747K	Sell	14,000 -15,500	-53%	-$726K	0.02%	105
2023 Q3	$1.53M	Hold	29,500	–	–	0.05%	61
2023 Q2	$2.11M	Hold	29,500	–	–	0.07%	49
2023 Q1	$2.29M	Hold	29,500	–	–	0.08%	44
2022 Q4	$2.15M	Buy	+29,500	New	+$2.22M	0.08%	47

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 40.89% 1-Year Est. Return

Truepoint Inc's TAN Position: Q1 2024 in Review

Truepoint Inc sold out of Invesco Solar ETF (TAN) in Q1 2024, closing a stake of 14,000 shares — an estimated $747K sold.

Truepoint Inc first reported a position in TAN in Q4 2022 and held it in 5 quarters. The position peaked at $2.29M in Q1 2023. 241 funds tracked by Wall St. Rank hold TAN as of Q1 2024.

Truepoint Inc reported no remaining Invesco Solar ETF position as of Q1 2024 after selling out during the quarter.
Truepoint Inc sold 14,000 Invesco Solar ETF shares in Q1 2024, an estimated $747K.
Truepoint Inc first reported a position in Invesco Solar ETF in Q4 2022 and held it in 5 quarters.
Truepoint Inc's Invesco Solar ETF position peaked at $2.29M in Q1 2023.
241 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.