UMB Bank’s Invesco Solar ETF TAN Stock Holding History

UMB Bank’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
2026 Q1	$55.7K	Hold	1,000	–	–	﹤0.01%	1218
2025 Q4	$49.1K	Hold	1,000	–	–	﹤0.01%	1258
2025 Q3	$43.6K	Hold	1,000	–	–	﹤0.01%	1208
2025 Q2	$34.3K	Hold	1,000	–	–	﹤0.01%	1237
2025 Q1	$30.5K	Hold	1,000	–	–	﹤0.01%	1225
2024 Q4	$33.1K	Hold	1,000	–	–	﹤0.01%	1072
2024 Q3	$43.1K	Hold	1,000	–	–	﹤0.01%	922
2024 Q2	$40.2K	Hold	1,000	–	–	﹤0.01%	869
2024 Q1	$45.4K	Sell	1,000 -209	-17%	-$9.32K	﹤0.01%	851
2023 Q4	$64.5K	Buy	1,209 +1	+0.1%	+$47	﹤0.01%	789
2023 Q3	$62.6K	Hold	1,208	–	–	﹤0.01%	781
2023 Q2	$86.3K	Hold	1,208	–	–	﹤0.01%	728
2023 Q1	$93.8K	Hold	1,208	–	–	﹤0.01%	710
2022 Q4	$88K	Hold	1,208	–	–	﹤0.01%	728
2022 Q3	$89K	Hold	1,208	–	–	﹤0.01%	743
2022 Q2	$86K	Hold	1,208	–	–	﹤0.01%	781
2022 Q1	$91K	Hold	1,208	–	–	﹤0.01%	797
2021 Q4	$93K	Buy	+1,208	New	+$106K	﹤0.01%	817

Other funds holding TAN

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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

Bank of America

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

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return