Acumen Wealth Advisors’s Invesco Solar ETF TAN Stock Holding History

Acumen Wealth Advisors’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 Q1	–	Sell	-18	Closed	-$885	–	563
2025 Q4	$885	Buy	+18	New	+$867	﹤0.01%	454

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

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

AWM

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

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

Acumen Wealth Advisors's TAN Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of Invesco Solar ETF (TAN) in Q1 2026, closing a stake of 18 shares — an estimated $885 sold.

Acumen Wealth Advisors first reported a position in TAN in Q4 2025 and held it in 1 quarter. The position peaked at $885 in Q4 2025. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

Acumen Wealth Advisors reported no remaining Invesco Solar ETF position as of Q1 2026 after selling out during the quarter.
Acumen Wealth Advisors sold 18 Invesco Solar ETF shares in Q1 2026, an estimated $885.
Acumen Wealth Advisors first reported a position in Invesco Solar ETF in Q4 2025 and held it in 1 quarter.
Acumen Wealth Advisors's Invesco Solar ETF position peaked at $885 in Q4 2025.
246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.