AWM
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Avior Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Avior Wealth Management’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 		– Sell
-4,896
Closed -$273K – 882
2026
Q1 		$273K Buy
4,896
+84
+2% +$4.65K 0.01% 709
2025
Q4 		$236K Buy
+4,812
New +$232K 0.01% 681
2025
Q1 		– Sell
-1,011
Closed -$33.5K – 2149
2024
Q4 		$33.5K Buy
1,011
+5
+0.5% +$184 ﹤0.01% 1278
2024
Q3 		$43.4K Hold
1,006
– – ﹤0.01% 1172
2024
Q2 		$40.5K Sell
1,006
-70
-7% -$3.06K ﹤0.01% 1177
2024
Q1 		$48.9K Buy
1,076
+946
+728% +$42.2K ﹤0.01% 1246
2023
Q4 		$6.94K Hold
130
– – ﹤0.01% 1060
2023
Q3 		$6.73K Hold
130
– – ﹤0.01% 1111
2023
Q2 		$9.28K Buy
130
+70
+117% +$5.05K ﹤0.01% 1041
2023
Q1 		$4.66K Sell
60
-45
-43% -$3.45K ﹤0.01% 1218
2022
Q4 		$7.66K Hold
105
– – ﹤0.01% 899
2022
Q3 		$7K Hold
105
– – ﹤0.01% 902
2022
Q2 		$7K Hold
105
– – ﹤0.01% 824
2022
Q1 		$7K Hold
105
– – ﹤0.01% 879
2021
Q4 		$8K Hold
105
– – ﹤0.01% 834
2021
Q3 		$8K Buy
105
+60
+133% +$5.05K ﹤0.01% 798
2021
Q2 		$4K Hold
45
– – ﹤0.01% 852
2021
Q1 		$4K Buy
+45
New +$4.73K ﹤0.01% 868

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HI
Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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

Avior Wealth Management's TAN Position: Q2 2026 in Review

Avior Wealth Management sold out of Invesco Solar ETF (TAN) in Q2 2026, closing a stake of 4,896 shares — an estimated $273K sold.

Avior Wealth Management first reported a position in TAN in Q1 2021 and held it in 18 quarters. The position peaked at $273K in Q1 2026. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Avior Wealth Management reported no remaining Invesco Solar ETF position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 4,896 Invesco Solar ETF shares in Q2 2026, an estimated $273K.
  • Avior Wealth Management first reported a position in Invesco Solar ETF in Q1 2021 and held it in 18 quarters.
  • Avior Wealth Management's Invesco Solar ETF position peaked at $273K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.