Westwood Holdings Group’s Invesco Solar ETF TAN Stock Holding History

Westwood Holdings 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 Q1	–	Sell	-7,500	Closed	-$400K	–	495
2023 Q4	$400K	Buy	+7,500	New	+$351K	﹤0.01%	407

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Westwood Holdings Group's TAN Position: Q1 2024 in Review

Westwood Holdings Group sold out of Invesco Solar ETF (TAN) in Q1 2024, closing a stake of 7,500 shares — an estimated $400K sold.

Westwood Holdings Group first reported a position in TAN in Q4 2023 and held it in 1 quarter. The position peaked at $400K in Q4 2023. 241 funds tracked by Wall St. Rank hold TAN as of Q1 2024.

Westwood Holdings Group reported no remaining Invesco Solar ETF position as of Q1 2024 after selling out during the quarter.
Westwood Holdings Group sold 7,500 Invesco Solar ETF shares in Q1 2024, an estimated $400K.
Westwood Holdings Group first reported a position in Invesco Solar ETF in Q4 2023 and held it in 1 quarter.
Westwood Holdings Group's Invesco Solar ETF position peaked at $400K in Q4 2023.
241 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2024.

Based on Westwood Holdings Group's 13F filing for Q1 2024, filed 14 May 2024.