CARLSON FINANCIAL, INC.’s Invesco Solar ETF TAN Stock Holding History

CARLSON FINANCIAL, INC.’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	$319K	Buy	+5,386	New	+$327K	0.16%	142

Other funds holding TAN

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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

CARLSON FINANCIAL, INC.'s TAN Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. opened a new position in Invesco Solar ETF (TAN) in Q2 2026: 5,386 shares worth $319K. The stake represents 0.16% of the portfolio and ranks #142 among its holdings.

243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

CARLSON FINANCIAL, INC. held 5,386 shares of Invesco Solar ETF worth $319K as of Q2 2026.
Invesco Solar ETF was a new CARLSON FINANCIAL, INC. position in Q2 2026.
Invesco Solar ETF made up 0.16% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #142 holding.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.