AWM
TAN icon

Activest Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Activest Wealth Management’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 		$1.18K Sell
20
-251
-93% -$15.2K ﹤0.01% 928
2026
Q1 		$15.1K Hold
271
– – ﹤0.01% 592
2025
Q4 		$13.3K Hold
271
– – ﹤0.01% 596
2025
Q3 		$11.8K Hold
271
– – ﹤0.01% 468
2025
Q2 		$9.29K Hold
271
– – ﹤0.01% 442
2025
Q1 		$8.26K Sell
271
-94
-26% -$3.14K ﹤0.01% 435
2024
Q4 		$12.1K Buy
365
+1
+0.3% +$37 ﹤0.01% 302
2024
Q3 		$15.7K Hold
364
– – ﹤0.01% 273
2024
Q2 		$14.6K Hold
364
– – ﹤0.01% 266
2024
Q1 		$16.5K Hold
364
– – 0.01% 184
2023
Q4 		$19.4K Hold
364
– – 0.01% 150
2023
Q3 		$18.9K Buy
+364
New +$22.4K 0.01% 136
2023
Q2 		– Sell
-364
Closed -$27.6K – 407
2023
Q1 		$27.6K Sell
364
-379
-51% -$29K 0.02% 110
2022
Q4 		$56.7K Sell
743
-140
-16% -$10.6K 0.02% 179
2022
Q3 		$67K Buy
883
+519
+143% +$41.9K 0.02% 166
2022
Q2 		$26K Sell
364
-1,254
-78% -$86.9K 0.02% 133
2022
Q1 		$122K Buy
1,618
+250
+18% +$17.3K 0.08% 60
2021
Q4 		$105K Buy
1,368
+206
+18% +$18.1K 0.06% 72
2021
Q3 		$93K Hold
1,162
– – 0.06% 88
2021
Q2 		$104K Buy
1,162
+301
+35% +$24.5K 0.08% 69
2021
Q1 		$79K Buy
+861
New +$90.5K 0.06% 79

Other funds holding TAN

LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Activest Wealth Management's TAN Position: Q2 2026 in Review

Activest Wealth Management reduced its Invesco Solar ETF (TAN) stake by 93% in Q2 2026, selling an estimated $15.2K and leaving 20 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Activest Wealth Management first reported a position in TAN in Q1 2021 and has held it in 21 quarters since. The position peaked at $122K in Q1 2022. 73 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Activest Wealth Management held 20 shares of Invesco Solar ETF worth $1.18K as of Q2 2026.
  • Activest Wealth Management sold 251 Invesco Solar ETF shares in Q2 2026, an estimated $15.2K.
  • Invesco Solar ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #928 holding.
  • Activest Wealth Management first reported a position in Invesco Solar ETF in Q1 2021 and has held it in 21 quarters since.
  • Activest Wealth Management's Invesco Solar ETF position peaked at $122K in Q1 2022.
  • 73 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.