Action Point Financial Planning’s Invesco Solar ETF TAN Stock Holding History

Action Point Financial Planning’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	$5.92K	Buy	+100	New	+$6.07K	﹤0.01%	1728

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

Action Point Financial Planning's TAN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco Solar ETF (TAN) in Q2 2026: 100 shares worth $5.92K. The stake represents ﹤0.01% of the portfolio and ranks #1728 among its holdings.

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

Action Point Financial Planning held 100 shares of Invesco Solar ETF worth $5.92K as of Q2 2026.
Invesco Solar ETF was a new Action Point Financial Planning position in Q2 2026.
Invesco Solar ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1728 holding.
242 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.