Advisornet Financial’s Invesco Solar ETF TAN Stock Holding History

Advisornet Financial’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	$115K	Hold	1,945	–	–	0.01%	826
2026 Q1	$108K	Hold	1,945	–	–	0.01%	794
2025 Q4	$95.5K	Hold	1,945	–	–	0.01%	834
2025 Q3	$84.9K	Hold	1,945	–	–	﹤0.01%	844
2025 Q2	$66.6K	Hold	1,945	–	–	﹤0.01%	899
2025 Q1	$59.2K	Hold	1,945	–	–	﹤0.01%	883
2024 Q4	$64.4K	Hold	1,945	–	–	0.01%	808
2024 Q3	$83.8K	Hold	1,945	–	–	0.01%	744
2024 Q2	$78.2K	Hold	1,945	–	–	0.01%	693
2024 Q1	$88.2K	Hold	1,945	–	–	0.01%	662
2023 Q4	$104K	Hold	1,945	–	–	0.01%	634
2023 Q3	$101K	Hold	1,945	–	–	0.01%	613
2023 Q2	$139K	Sell	1,945 -1	-0.1%	-$72	0.01%	561
2023 Q1	$151K	Buy	1,946 +1	+0.1%	+$77	0.01%	521
2022 Q4	$142K	Hold	1,945	–	–	0.01%	547
2022 Q3	$143K	Hold	1,945	–	–	0.01%	577
2022 Q2	$139K	Hold	1,945	–	–	0.01%	582
2022 Q1	$147K	Hold	1,945	–	–	0.01%	635
2021 Q4	$150K	Hold	1,945	–	–	0.01%	670
2021 Q3	$156K	Hold	1,945	–	–	0.01%	657
2021 Q2	$174K	Hold	1,945	–	–	0.01%	622
2021 Q1	$178K	Sell	1,945 -165	-8%	-$17.3K	0.01%	591
2020 Q4	$217K	Sell	2,110 -230	-10%	-$18.4K	0.02%	485
2020 Q3	$152K	Hold	2,340	–	–	0.01%	555
2020 Q2	$84K	Hold	2,340	–	–	0.01%	725
2020 Q1	$59K	Hold	2,340	–	–	0.01%	750
2019 Q4	$72K	Hold	2,340	–	–	0.01%	777
2019 Q3	$69K	Hold	2,340	–	–	0.01%	792
2019 Q2	$66K	Buy	+2,340	New	+$60.5K	0.01%	725

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

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Advisornet Financial's TAN Position: Q2 2026 in Review

Advisornet Financial held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 1,945 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #826.

Advisornet Financial first reported a position in TAN in Q2 2019 and has held it in 29 quarters since. The position peaked at $217K in Q4 2020. 53 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Advisornet Financial held 1,945 shares of Invesco Solar ETF worth $115K as of Q2 2026.
Advisornet Financial left its Invesco Solar ETF share count unchanged in Q2 2026.
Invesco Solar ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #826 holding.
Advisornet Financial first reported a position in Invesco Solar ETF in Q2 2019 and has held it in 29 quarters since.
Advisornet Financial's Invesco Solar ETF position peaked at $217K in Q4 2020.
53 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.