Albion Financial Group’s Invesco Solar ETF TAN Stock Holding History

Albion Financial Group’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	$25.1K	Hold	425	–	–	﹤0.01%	343
2026 Q1	$23.7K	Sell	425 -1,000	-70%	-$55.3K	﹤0.01%	337
2025 Q4	$70K	Hold	1,425	–	–	﹤0.01%	230
2025 Q3	$62.2K	Hold	1,425	–	–	﹤0.01%	241
2025 Q2	$48.8K	Hold	1,425	–	–	﹤0.01%	239
2025 Q1	$43.4K	Hold	1,425	–	–	﹤0.01%	256
2024 Q4	$47.2K	Sell	1,425 -895	-39%	-$33K	﹤0.01%	255
2024 Q3	$100K	Hold	2,320	–	–	0.01%	200
2024 Q2	$93.3K	Hold	2,320	–	–	0.01%	205
2024 Q1	$105K	Sell	2,320 -181	-7%	-$8.07K	0.01%	197
2023 Q4	$133K	Buy	2,501 +181	+8%	+$8.47K	0.01%	195
2023 Q3	$120K	Sell	2,320 -100	-4%	-$6.16K	0.01%	185
2023 Q2	$173K	Hold	2,420	–	–	0.02%	181
2023 Q1	$188K	Hold	2,420	–	–	0.02%	164
2022 Q4	$177K	Hold	2,420	–	–	0.02%	164
2022 Q3	$178K	Hold	2,420	–	–	0.02%	165
2022 Q2	$173K	Hold	2,420	–	–	0.02%	174
2022 Q1	$183K	Hold	2,420	–	–	0.02%	204
2021 Q4	$186K	Hold	2,420	–	–	0.01%	215
2021 Q3	$193K	Hold	2,420	–	–	0.02%	186
2021 Q2	$216K	Buy	+2,420	New	+$197K	0.02%	183
2020 Q4	$249K	Buy	+2,420	New	+$194K	0.02%	170

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

Albion Financial Group's TAN Position: Q2 2026 in Review

Albion Financial Group held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 425 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Albion Financial Group first reported a position in TAN in Q4 2020 and has held it in 22 quarters since. The position peaked at $249K in Q4 2020. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Albion Financial Group held 425 shares of Invesco Solar ETF worth $25.1K as of Q2 2026.
Albion Financial Group left its Invesco Solar ETF share count unchanged in Q2 2026.
Invesco Solar ETF made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #343 holding.
Albion Financial Group first reported a position in Invesco Solar ETF in Q4 2020 and has held it in 22 quarters since.
Albion Financial Group's Invesco Solar ETF position peaked at $249K in Q4 2020.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.