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Allworth Financial’s Invesco Solar ETF TAN Stock Holding History

Allworth 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
Q1 		$1.84K Sell
33
-500
-94% -$27.7K ﹤0.01% 4375
2025
Q4 		$26.2K Sell
533
-344
-39% -$16.6K ﹤0.01% 2629
2025
Q3 		$38.3K Buy
877
+2
+0.2% +$80 ﹤0.01% 2290
2025
Q2 		$30K Buy
875
+500
+133% +$15.7K ﹤0.01% 2257
2025
Q1 		$10.9K Sell
375
-427
-53% -$14.3K ﹤0.01% 2387
2024
Q4 		$26.1K Sell
802
-18
-2% -$664 ﹤0.01% 1933
2024
Q3 		$35.4K Sell
820
-496
-38% -$20.3K ﹤0.01% 1565
2024
Q2 		$54.5K Sell
1,316
-212
-14% -$9.26K ﹤0.01% 1346
2024
Q1 		$69.3K Sell
1,528
-52
-3% -$2.32K ﹤0.01% 1160
2023
Q4 		$84.3K Buy
1,580
+544
+53% +$25.5K ﹤0.01% 1010
2023
Q3 		$53.7K Buy
1,036
+12
+1% +$739 ﹤0.01% 1092
2023
Q2 		$73.1K Buy
1,024
+764
+294% +$55.1K ﹤0.01% 1003
2023
Q1 		$20.2K Hold
260
– – ﹤0.01% 1445
2022
Q4 		$19K Hold
260
– – ﹤0.01% 1387
2022
Q3 		$19K Buy
260
+67
+35% +$5.41K ﹤0.01% 1321
2022
Q2 		$14K Buy
+193
New +$13.4K ﹤0.01% 1416
2021
Q1 		– Sell
-39
Closed -$4K – 1614
2020
Q4 		$4K Buy
39
+5
+15% +$400 ﹤0.01% 1039
2020
Q3 		$2K Sell
34
-22
-39% -$1.11K ﹤0.01% 1025
2020
Q2 		$2K Buy
+56
New +$1.77K ﹤0.01% 1039

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

Allworth Financial's TAN Position: Q1 2026 in Review

Allworth Financial reduced its Invesco Solar ETF (TAN) stake by 94% in Q1 2026, selling an estimated $27.7K and leaving 33 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #4375.

Allworth Financial first reported a position in TAN in Q2 2020 and has held it in 19 quarters since. The position peaked at $84.3K in Q4 2023. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Allworth Financial held 33 shares of Invesco Solar ETF worth $1.84K as of Q1 2026.
  • Allworth Financial sold 500 Invesco Solar ETF shares in Q1 2026, an estimated $27.7K.
  • Invesco Solar ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4375 holding.
  • Allworth Financial first reported a position in Invesco Solar ETF in Q2 2020 and has held it in 19 quarters since.
  • Allworth Financial's Invesco Solar ETF position peaked at $84.3K in Q4 2023.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.