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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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