AWM
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AE Wealth Management’s Invesco Solar ETF TAN Stock Holding History

AE 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 		$14.6M Buy
247,534
+38,533
+18% +$2.34M 0.07% 258
2026
Q1 		$11.6M Buy
209,001
+206,187
+7,327% +$11.4M 0.06% 273
2025
Q4 		$138K Buy
2,814
+230
+9% +$11.1K ﹤0.01% 1608
2025
Q3 		$113K Buy
2,584
+1,861
+257% +$74.4K ﹤0.01% 1532
2025
Q2 		$24.8K Buy
723
+54
+8% +$1.7K ﹤0.01% 1723
2025
Q1 		$20.4K Sell
669
-136
-17% -$4.55K ﹤0.01% 1737
2024
Q4 		$26.7K Buy
+805
New +$29.7K ﹤0.01% 1669
2024
Q1 		– Sell
-5,774
Closed -$249K – 1894
2023
Q4 		$249K Buy
5,774
+1,895
+49% +$88.7K ﹤0.01% 1796
2023
Q3 		$201K Sell
3,879
-277
-7% -$17.1K ﹤0.01% 1782
2023
Q2 		$297K Sell
4,156
-5,667
-58% -$409K ﹤0.01% 1622
2023
Q1 		$763K Sell
9,823
-49,428
-83% -$3.79M ﹤0.01% 1156
2022
Q4 		$4.32M Buy
59,251
+23,973
+68% +$1.81M 0.03% 511
2022
Q3 		$2.6M Buy
35,278
+25,954
+278% +$2.09M 0.02% 619
2022
Q2 		$666K Buy
9,324
+569
+6% +$39.4K 0.01% 1055
2022
Q1 		$661K Buy
8,755
+1,391
+19% +$96.1K ﹤0.01% 1091
2021
Q4 		$567K Sell
7,364
-28,722
-80% -$2.52M ﹤0.01% 1208
2021
Q3 		$2.88M Sell
36,086
-16,992
-32% -$1.43M 0.02% 524
2021
Q2 		$4.74M Buy
53,078
+42,670
+410% +$3.47M 0.04% 384
2021
Q1 		$955K Buy
10,408
+6,451
+163% +$678K 0.01% 787
2020
Q4 		$407K Sell
3,957
-9,103
-70% -$729K ﹤0.01% 1034
2020
Q3 		$846K Buy
+13,060
New +$657K 0.01% 684

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HI
Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

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

AE Wealth Management increased its Invesco Solar ETF (TAN) stake by 18% in Q2 2026, buying an estimated $2.34M and bringing the position to 247,534 shares worth $14.6M. The position accounts for 0.07% of the portfolio, ranked #258.

AE Wealth Management first reported a position in TAN in Q3 2020 and has held it in 21 quarters since. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • AE Wealth Management held 247,534 shares of Invesco Solar ETF worth $14.6M as of Q2 2026.
  • AE Wealth Management bought 38,533 Invesco Solar ETF shares in Q2 2026, an estimated $2.34M.
  • Invesco Solar ETF made up 0.07% of AE Wealth Management's portfolio in Q2 2026, its #258 holding.
  • AE Wealth Management first reported a position in Invesco Solar ETF in Q3 2020 and has held it in 21 quarters since.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.