Aspect Partners
TAN icon

Aspect Partners’s Invesco Solar ETF TAN Stock Holding History

Aspect 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
Q3 		$17.5K Hold
399
– – 0.01% 210
2026
Q2 		$23.6K Buy
+399
New +$24.2K 0.01% 190

Other funds holding TAN

Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Aries Wealth Management
Aries Wealth Management Portland, Maine $519M AUM 19.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Aspect Partners's TAN Position: Q3 2026 in Review

Aspect Partners held its Invesco Solar ETF (TAN) position steady in Q3 2026 at 399 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #210.

Aspect Partners first reported a position in TAN in Q2 2026 and has held it in 2 quarters since. The position peaked at $23.6K in Q2 2026. 41 funds tracked by Wall St. Rank hold TAN as of Q3 2026.

  • Aspect Partners held 399 shares of Invesco Solar ETF worth $17.5K as of Q3 2026.
  • Aspect Partners left its Invesco Solar ETF share count unchanged in Q3 2026.
  • Invesco Solar ETF made up 0.01% of Aspect Partners's portfolio in Q3 2026, its #210 holding.
  • Aspect Partners first reported a position in Invesco Solar ETF in Q2 2026 and has held it in 2 quarters since.
  • Aspect Partners's Invesco Solar ETF position peaked at $23.6K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.