AAS
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Ameritas Advisory Services’s Invesco Solar ETF TAN Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-456
Closed -$19.9K – 1968
2025
Q3 		$19.9K Sell
456
-825
-64% -$33K ﹤0.01% 1443
2025
Q2 		$43.9K Buy
+1,281
New +$40.2K ﹤0.01% 1369
2024
Q4 		– Sell
-5,324
Closed -$230K – 925
2024
Q3 		$230K Buy
+5,324
New +$218K 0.01% 761
2024
Q2 		– Sell
-6,375
Closed -$268K – 923
2024
Q1 		$268K Sell
6,375
-718
-10% -$32K 0.01% 736
2023
Q4 		$342K Sell
7,093
-9,232
-57% -$432K 0.02% 518
2023
Q3 		$791K Buy
16,325
+1,185
+8% +$73K 0.04% 392
2023
Q2 		$1.03M Sell
15,140
-1,236
-8% -$89.2K 0.13% 173
2023
Q1 		$1.27M Sell
16,376
-247
-1% -$18.9K 0.06% 275
2022
Q4 		$1.21M Buy
16,623
+4,371
+36% +$329K 0.06% 303
2022
Q3 		$902K Buy
12,252
+1,575
+15% +$127K 0.05% 298
2022
Q2 		$762K Buy
10,677
+694
+7% +$48.1K 0.04% 348
2022
Q1 		$753K Buy
9,983
+1,073
+12% +$74.2K 0.03% 403
2021
Q4 		$686K Buy
+8,910
New +$781K 0.03% 416

Other funds holding TAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHGAM
Wealth High Governance Asset Management Sao Paulo $641M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
WHGC
Wealth High Governance Capital Sao Paulo, Brazil $333M AUM 125.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Ameritas Advisory Services's TAN Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco Solar ETF (TAN) in Q4 2025, closing a stake of 456 shares — an estimated $19.9K sold.

Ameritas Advisory Services first reported a position in TAN in Q4 2021 and held it in 13 quarters. The position peaked at $1.27M in Q1 2023. 225 funds tracked by Wall St. Rank hold TAN as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Invesco Solar ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 456 Invesco Solar ETF shares in Q4 2025, an estimated $19.9K.
  • Ameritas Advisory Services first reported a position in Invesco Solar ETF in Q4 2021 and held it in 13 quarters.
  • Ameritas Advisory Services's Invesco Solar ETF position peaked at $1.27M in Q1 2023.
  • 225 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.