Balyasny Asset Management
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Balyasny Asset Management’s Invesco Solar ETF TAN Stock Holding History

Balyasny 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
Q1 		– Sell
-40,717
Closed -$2M – 3506
2025
Q4 		$2M Buy
40,717
+34,526
+558% +$1.66M ﹤0.01% 1865
2025
Q3 		$270K Sell
6,191
-169
-3% -$6.75K ﹤0.01% 2617
2025
Q2 		$218K Buy
+6,360
New +$200K ﹤0.01% 2576
2025
Q1 		– Sell
-6,360
Closed -$211K – 3268
2024
Q4 		$211K Sell
6,360
-318,255
-98% -$11.7M ﹤0.01% 2515
2024
Q3 		$14M Buy
+324,615
New +$13.3M 0.02% 791
2023
Q2 		– Sell
-12,780
Closed -$992K – 2776
2023
Q1 		$992K Sell
12,780
-138,087
-92% -$10.6M ﹤0.01% 1739
2022
Q4 		$11M Sell
150,867
-279,958
-65% -$21.1M 0.03% 704
2022
Q3 		$31.7M Sell
430,825
-83,062
-16% -$6.7M 0.1% 278
2022
Q2 		$36.7M Buy
+513,887
New +$35.6M 0.12% 233
2022
Q1 		– Sell
-8,319
Closed -$640K – 2836
2021
Q4 		$640K Buy
+8,319
New +$729K ﹤0.01% 1560
2021
Q2 		– Sell
-12,831
Closed -$1.18M – 2337
2021
Q1 		$1.18M Sell
12,831
-332
-3% -$34.9K 0.01% 1195
2020
Q4 		$1.35M Buy
+13,163
New +$1.05M 0.01% 950

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

Balyasny Asset Management's TAN Position: Q1 2026 in Review

Balyasny Asset Management sold out of Invesco Solar ETF (TAN) in Q1 2026, closing a stake of 40,717 shares — an estimated $2M sold.

Balyasny Asset Management first reported a position in TAN in Q4 2020 and held it in 12 quarters. The position peaked at $36.7M in Q2 2022. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Balyasny Asset Management reported no remaining Invesco Solar ETF position as of Q1 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 40,717 Invesco Solar ETF shares in Q1 2026, an estimated $2M.
  • Balyasny Asset Management first reported a position in Invesco Solar ETF in Q4 2020 and held it in 12 quarters.
  • Balyasny Asset Management's Invesco Solar ETF position peaked at $36.7M in Q2 2022.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.