Arax Advisory Partners’s Invesco Solar ETF TAN Stock Holding History

Arax Advisory Partners’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	$504K	Buy	8,520 +686	+9%	+$41.7K	﹤0.01%	1636
2026 Q1	$436K	Buy	7,834 +1,736	+28%	+$96.1K	0.01%	701
2025 Q4	$300K	Buy	+6,098	New	+$294K	0.01%	829
2025 Q3	–	Sell	-206	Closed	-$7.06K	–	4234
2025 Q2	$7.06K	Buy	206 +200	+3,333%	+$6.28K	﹤0.01%	2113
2025 Q1	$184	Buy	+6	New	+$201	﹤0.01%	2601
2024 Q4	–	Sell	-285	Closed	-$12.3K	–	2738
2024 Q3	$12.3K	Buy	+285	New	+$11.7K	﹤0.01%	1315
2022 Q2	–	Sell	-1,035	Closed	-$78K	–	1239
2022 Q1	$78K	Hold	1,035	–	–	0.01%	384
2021 Q4	$80K	Hold	1,035	–	–	0.01%	384
2021 Q3	$83K	Hold	1,035	–	–	0.01%	373
2021 Q2	$92K	Buy	+1,035	New	+$84.2K	0.01%	352
2020 Q4	$67K	Buy	650 +150	+30%	+$12K	0.01%	363
2020 Q3	$32K	Hold	500	–	–	0.01%	432
2020 Q2	$18K	Hold	500	–	–	﹤0.01%	484
2020 Q1	$13K	Buy	+500	New	+$16.3K	﹤0.01%	507
2018 Q3	–	Sell	-112	Closed	-$2K	–	724
2018 Q2	$2K	Hold	112	–	–	﹤0.01%	451
2018 Q1	$2K	Buy	112 +2	+2%	+$50	﹤0.01%	434
2017 Q4	$2K	Hold	110	–	–	﹤0.01%	428
2017 Q3	$2K	Sell	110 -1	-0.9%	-$21	﹤0.01%	427
2017 Q2	$2K	Buy	111 +1	+0.9%	+$18	﹤0.01%	464
2017 Q1	$1K	Buy	110 +57	+108%	+$1.02K	﹤0.01%	515
2016 Q4	$1K	Buy	+53	New	+$983	﹤0.01%	535

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

Arax Advisory Partners's TAN Position: Q2 2026 in Review

Arax Advisory Partners increased its Invesco Solar ETF (TAN) stake by 8.8% in Q2 2026, buying an estimated $41.7K and bringing the position to 8,520 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Arax Advisory Partners first reported a position in TAN in Q4 2016 and has held it in 21 quarters since. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Arax Advisory Partners held 8,520 shares of Invesco Solar ETF worth $504K as of Q2 2026.
Arax Advisory Partners bought 686 Invesco Solar ETF shares in Q2 2026, an estimated $41.7K.
Invesco Solar ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1636 holding.
Arax Advisory Partners first reported a position in Invesco Solar ETF in Q4 2016 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 Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.