VisionPoint Advisory Group’s Invesco Solar ETF TAN Stock Holding History

VisionPoint Advisory Group’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 Q3	–	Sell	-12	Closed	-$483	–	715
2024 Q2	$483	Hold	12	–	–	﹤0.01%	741
2024 Q1	$544	Hold	12	–	–	﹤0.01%	743
2023 Q4	$640	Buy	+12	New	+$562	﹤0.01%	682
2023 Q3	–	Sell	-12	Closed	-$857	–	822
2023 Q2	$857	Buy	+12	New	+$866	﹤0.01%	506

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

VisionPoint Advisory Group's TAN Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Invesco Solar ETF (TAN) in Q3 2024, closing a stake of 12 shares — an estimated $483 sold.

VisionPoint Advisory Group first reported a position in TAN in Q2 2023 and held it in 4 quarters. The position peaked at $857 in Q2 2023. 219 funds tracked by Wall St. Rank hold TAN as of Q3 2024.

VisionPoint Advisory Group reported no remaining Invesco Solar ETF position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 12 Invesco Solar ETF shares in Q3 2024, an estimated $483.
VisionPoint Advisory Group first reported a position in Invesco Solar ETF in Q2 2023 and held it in 4 quarters.
VisionPoint Advisory Group's Invesco Solar ETF position peaked at $857 in Q2 2023.
219 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.