Bank Julius Baer & Co
TAN icon

Bank Julius Baer & Co’s Invesco Solar ETF TAN Stock Holding History

Bank Julius Baer & Co’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
-105
Closed -$4.6K – 707
2025
Q3 		$4.6K Buy
+105
New +$4.2K ﹤0.01% 641
2022
Q1 		– Sell
-2,550
Closed -$196K – 787
2021
Q4 		$196K Hold
2,550
– – ﹤0.01% 532
2021
Q3 		$204K Sell
2,550
-2
-0.1% -$168 ﹤0.01% 541
2021
Q2 		$228K Buy
2,552
+2
+0.1% +$163 ﹤0.01% 550
2021
Q1 		$234K Hold
2,550
– – ﹤0.01% 529
2020
Q4 		$262K Buy
+2,550
New +$204K ﹤0.01% 530

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TF
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LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BGDI
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WHGC
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Citadel Advisors
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MTWSIF
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Bank Julius Baer & Co's TAN Position: Q4 2025 in Review

Bank Julius Baer & Co sold out of Invesco Solar ETF (TAN) in Q4 2025, closing a stake of 105 shares — an estimated $4.6K sold.

Bank Julius Baer & Co first reported a position in TAN in Q4 2020 and held it in 6 quarters. The position peaked at $262K in Q4 2020. 226 funds tracked by Wall St. Rank hold TAN as of Q4 2025.

  • Bank Julius Baer & Co reported no remaining Invesco Solar ETF position as of Q4 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 105 Invesco Solar ETF shares in Q4 2025, an estimated $4.6K.
  • Bank Julius Baer & Co first reported a position in Invesco Solar ETF in Q4 2020 and held it in 6 quarters.
  • Bank Julius Baer & Co's Invesco Solar ETF position peaked at $262K in Q4 2020.
  • 226 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2025.

Based on Bank Julius Baer & Co's 13F filing for Q4 2025, filed 5 Feb 2026.