Western Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Western Wealth Management’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	$271K	Buy	+4,861	New	+$269K	0.01%	833
2024 Q1	–	Sell	-4,152	Closed	-$222K	–	721
2023 Q4	$222K	Sell	4,152 -107	-3%	-$5.01K	0.02%	631
2023 Q3	$221K	Sell	4,259 -4,023	-49%	-$248K	0.02%	583
2023 Q2	$592K	Sell	8,282 -1,815	-18%	-$131K	0.05%	340
2023 Q1	$784K	Sell	10,097 -278	-3%	-$21.3K	0.07%	272
2022 Q4	$757K	Sell	10,375 -40,520	-80%	-$3.05M	0.08%	273
2022 Q3	$3.73M	Buy	50,895 +1,664	+3%	+$134K	0.21%	109
2022 Q2	$3.52M	Buy	49,231 +37,042	+304%	+$2.57M	0.2%	113
2022 Q1	$921K	Buy	12,189 +7,622	+167%	+$527K	0.04%	351
2021 Q4	$351K	Buy	+4,567	New	+$400K	0.03%	420
2021 Q2	$651K	Buy	7,211 +252	+4%	+$20.5K	0.07%	299
2021 Q1	$639K	Buy	6,959 +296	+4%	+$31.1K	0.09%	234
2020 Q4	$685K	Buy	6,663 +1,612	+32%	+$129K	0.1%	204
2020 Q3	$327K	Buy	+5,051	New	+$254K	0.05%	320
2020 Q2	–	Sell	-12,147	Closed	-$312K	–	452
2020 Q1	$312K	Buy	+12,147	New	+$396K	0.07%	263

Other funds holding TAN

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

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

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return

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

LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return