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

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

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. 244 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.
244 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.