Waverly Advisors’s Invesco Solar ETF TAN Stock Holding History

Waverly Advisors’s Portfolio TAN Stock Details TAN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$255K	Buy
2024 Q4	–	Sell
2024 Q3	$206K	Buy
2015 Q4	–	Sell
2015 Q3	$3K	Buy
2015 Q2	$0	Buy