Y.D. More Investments’s Invesco Solar ETF TAN Stock Holding History

Y.D. More Investments’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	$115K	Hold	2,150	–	–	﹤0.01%	241
2025 Q4	$106K	Buy	2,150 +1,850	+617%	+$89.1K	0.01%	242
2025 Q3	$13K	Sell	300 -300	-50%	-$12K	﹤0.01%	362
2025 Q2	$20.4K	Buy	600 +300	+100%	+$9.43K	﹤0.01%	351
2025 Q1	$9.05K	Buy	+300	New	+$10K	﹤0.01%	388
2024 Q3	–	Sell	-175	Closed	-$7.04K	–	469
2024 Q2	$7.04K	Hold	175	–	–	﹤0.01%	378
2024 Q1	$7.94K	Sell	175 -600	-77%	-$26.8K	﹤0.01%	317
2023 Q4	$41.3K	Sell	775 -12	-2%	-$562	0.01%	256
2023 Q3	$40.8K	Sell	787 -965	-55%	-$59.4K	0.01%	250
2023 Q2	$125K	Sell	1,752 -1,970	-53%	-$142K	0.03%	163
2023 Q1	$289K	Buy	3,722 +125	+3%	+$9.58K	0.07%	115
2022 Q4	$263K	Buy	+3,597	New	+$271K	0.06%	145

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