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WealthShield Partners’s Invesco Solar ETF TAN Stock Holding History

WealthShield Partners’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
2026
Q1 		$77.7K Hold
1,394
– – 0.01% 422
2025
Q4 		$68.5K Hold
1,394
– – 0.01% 423
2025
Q3 		$60.8K Buy
1,394
+90
+7% +$3.6K 0.01% 425
2025
Q2 		$44.7K Hold
1,304
– – 0.01% 426
2025
Q1 		$39.7K Hold
1,304
– – 0.01% 422
2024
Q4 		$43.2K Sell
1,304
-152
-10% -$5.61K 0.01% 385
2024
Q3 		$62.8K Sell
1,456
-38
-3% -$1.55K 0.01% 379
2024
Q2 		$60.1K Hold
1,494
– – 0.01% 352
2024
Q1 		$67.8K Buy
1,494
+67
+5% +$2.99K 0.01% 339
2023
Q4 		$76.1K Buy
1,427
+5
+0.4% +$234 0.01% 341
2023
Q3 		$73.6K Sell
1,422
-15
-1% -$924 0.01% 355
2023
Q2 		$103K Hold
1,437
– – 0.02% 340
2023
Q1 		$112K Buy
+1,437
New +$110K 0.02% 330

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return