VitalStone Financial’s Invesco Solar ETF TAN Stock Holding History

VitalStone Financial’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	-36	Closed	-$3K	–	631
2023 Q2	$3K	Buy	+36	New	+$2.6K	﹤0.01%	770
2023 Q1	–	Sell	-105	Closed	-$8K	–	504
2022 Q4	$8K	Buy	+105	New	+$7.91K	0.01%	375

Other funds holding TAN

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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

GAM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

VitalStone Financial's TAN Position: Q3 2023 in Review

VitalStone Financial sold out of Invesco Solar ETF (TAN) in Q3 2023, closing a stake of 36 shares — an estimated $3K sold.

VitalStone Financial first reported a position in TAN in Q4 2022 and held it in 2 quarters. The position peaked at $8K in Q4 2022. 271 funds tracked by Wall St. Rank hold TAN as of Q3 2023.

VitalStone Financial reported no remaining Invesco Solar ETF position as of Q3 2023 after selling out during the quarter.
VitalStone Financial sold 36 Invesco Solar ETF shares in Q3 2023, an estimated $3K.
VitalStone Financial first reported a position in Invesco Solar ETF in Q4 2022 and held it in 2 quarters.
VitalStone Financial's Invesco Solar ETF position peaked at $8K in Q4 2022.
271 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.