Vahanian & Associates Financial Planning’s Invesco Solar ETF TAN Stock Holding History

Vahanian & Associates Financial Planning’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
2023 Q3	–	Sell	-12,876	Closed	-$920K	–	66
2023 Q2	$920K	Sell	12,876 -268	-2%	-$19.3K	2.91%	10
2023 Q1	$1.02M	Sell	13,144 -691	-5%	-$52.9K	2.83%	6
2022 Q4	$1.01M	Buy	13,835 +3,705	+37%	+$279K	3.3%	6
2022 Q3	$746K	Buy	+10,130	New	+$817K	2.57%	12

Other funds holding TAN

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Vahanian & Associates Financial Planning's TAN Position: Q3 2023 in Review

Vahanian & Associates Financial Planning sold out of Invesco Solar ETF (TAN) in Q3 2023, closing a stake of 12,876 shares — an estimated $920K sold.

Vahanian & Associates Financial Planning first reported a position in TAN in Q3 2022 and held it in 4 quarters. The position peaked at $1.02M in Q1 2023. 271 funds tracked by Wall St. Rank hold TAN as of Q3 2023.

Vahanian & Associates Financial Planning reported no remaining Invesco Solar ETF position as of Q3 2023 after selling out during the quarter.
Vahanian & Associates Financial Planning sold 12,876 Invesco Solar ETF shares in Q3 2023, an estimated $920K.
Vahanian & Associates Financial Planning first reported a position in Invesco Solar ETF in Q3 2022 and held it in 4 quarters.
Vahanian & Associates Financial Planning's Invesco Solar ETF position peaked at $1.02M in Q1 2023.
271 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q3 2023, filed 19 Oct 2023.