Union Bancaire Privee
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Union Bancaire Privee’s Invesco Solar ETF TAN Stock Holding History

Union Bancaire Privee’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
2025
Q1 		– Sell
-915
Closed -$30.8K – 563
2024
Q4 		$30.8K Buy
+915
New +$33.8K ﹤0.01% 508

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Jane Street
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Union Bancaire Privee's TAN Position: Q1 2025 in Review

Union Bancaire Privee sold out of Invesco Solar ETF (TAN) in Q1 2025, closing a stake of 915 shares — an estimated $30.8K sold.

Union Bancaire Privee first reported a position in TAN in Q4 2024 and held it in 1 quarter. The position peaked at $30.8K in Q4 2024. 184 funds tracked by Wall St. Rank hold TAN as of Q1 2025.

  • Union Bancaire Privee reported no remaining Invesco Solar ETF position as of Q1 2025 after selling out during the quarter.
  • Union Bancaire Privee sold 915 Invesco Solar ETF shares in Q1 2025, an estimated $30.8K.
  • Union Bancaire Privee first reported a position in Invesco Solar ETF in Q4 2024 and held it in 1 quarter.
  • Union Bancaire Privee's Invesco Solar ETF position peaked at $30.8K in Q4 2024.
  • 184 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2025.

Based on Union Bancaire Privee's 13F filing for Q1 2025, filed 16 Apr 2025.