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
2025
Q4 		– Sell
-99,700
Closed -$4.35M – 3540
2025
Q3 		$4.35M Buy
+99,700
New +$3.98M 0.01% 1425
2024
Q4 		– Sell
-29,600
Closed -$1.28M – 3252
2024
Q3 		$1.28M Buy
+29,600
New +$1.21M ﹤0.01% 1867
2024
Q1 		– Sell
-201,400
Closed -$10.7M – 3104
2023
Q4 		$10.7M Buy
201,400
+102,700
+104% +$4.81M 0.02% 837
2023
Q3 		$5.11M Buy
+98,700
New +$6.08M 0.01% 1098
2022
Q4 		– Sell
-200,000
Closed -$14.7M – 3225
2022
Q3 		$14.7M Buy
+200,000
New +$16.1M 0.05% 529
2021
Q1 		– Sell
-25,000
Closed -$2.57M – 2064
2020
Q4 		$2.57M Buy
+25,000
New +$2M 0.01% 817

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.