Baker Avenue Asset Management’s Invesco Solar ETF TAN Stock Holding History

Baker Avenue Asset 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	$632K	Hold	10,680	–	–	0.01%	425
2026 Q1	$595K	Hold	10,680	–	–	0.01%	379
2025 Q4	$525K	Buy	+10,680	New	+$514K	0.01%	366
2023 Q4	–	Sell	-36	Closed	-$1.86K	–	1358
2023 Q3	$1.86K	Hold	36	–	–	﹤0.01%	1148
2023 Q2	$2.57K	Hold	36	–	–	﹤0.01%	938
2023 Q1	$2.79K	Sell	36 -220	-86%	-$16.9K	﹤0.01%	933
2022 Q4	$18.7K	Buy	+256	New	+$19.3K	﹤0.01%	621
2022 Q1	–	Sell	-13,276	Closed	-$1.02M	–	328
2021 Q4	$1.02M	Buy	+13,276	New	+$1.16M	0.05%	166

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

Baker Avenue Asset Management's TAN Position: Q2 2026 in Review

Baker Avenue Asset Management held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 10,680 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #425.

Baker Avenue Asset Management first reported a position in TAN in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.02M in Q4 2021. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Baker Avenue Asset Management held 10,680 shares of Invesco Solar ETF worth $632K as of Q2 2026.
Baker Avenue Asset Management left its Invesco Solar ETF share count unchanged in Q2 2026.
Invesco Solar ETF made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #425 holding.
Baker Avenue Asset Management first reported a position in Invesco Solar ETF in Q4 2021 and has held it in 8 quarters since.
Baker Avenue Asset Management's Invesco Solar ETF position peaked at $1.02M in Q4 2021.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.