1 North Wealth Services’s Invesco Solar ETF TAN Stock Holding History

1 North Wealth Services’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 Q2	$3.25K	Hold	55	–	–	﹤0.01%	263
2026 Q1	$3.06K	Hold	55	–	–	﹤0.01%	229
2025 Q4	$2.7K	Hold	55	–	–	﹤0.01%	239
2025 Q3	$2.4K	Hold	55	–	–	﹤0.01%	223
2025 Q2	$1.88K	Hold	55	–	–	﹤0.01%	237
2025 Q1	$1.68K	Buy	+55	New	+$1.84K	﹤0.01%	238

Other funds holding TAN

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

1 North Wealth Services's TAN Position: Q2 2026 in Review

1 North Wealth Services held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 55 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

1 North Wealth Services first reported a position in TAN in Q1 2025 and has held it in 6 quarters since. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

1 North Wealth Services held 55 shares of Invesco Solar ETF worth $3.25K as of Q2 2026.
1 North Wealth Services left its Invesco Solar ETF share count unchanged in Q2 2026.
Invesco Solar ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #263 holding.
1 North Wealth Services first reported a position in Invesco Solar ETF in Q1 2025 and has held it in 6 quarters since.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.