Bank of America’s Invesco Solar ETF TAN Stock Holding History

Bank of America’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 Q3	–	Sell	-100	Closed	-$3.43K	–	8675
2025 Q2	$3.43K	Buy	+100	New	+$3.14K	﹤0.01%	7351
2024 Q4	–	Sell	-50,000	Closed	-$2.16M	–	8407
2024 Q3	$2.16M	Buy	+50,000	New	+$2.05M	﹤0.01%	4494
2022 Q1	–	Sell	-500	Closed	-$38K	–	8743
2021 Q4	$38K	Hold	500	–	–	﹤0.01%	7325
2021 Q3	$40K	Hold	500	–	–	﹤0.01%	7150
2021 Q2	$45K	Hold	500	–	–	﹤0.01%	6887
2021 Q1	$46K	Sell	500 -700	-58%	-$73.6K	﹤0.01%	6663
2020 Q4	$123K	Buy	+1,200	New	+$96.1K	﹤0.01%	5878

Other funds holding TAN

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

WHGAM

Wealth High Governance Asset Management Sao Paulo $641M AUM

Bank of America's TAN Position: Q1 2026 in Review

Bank of America increased its Invesco Solar ETF (TAN) stake by 9.5% in Q1 2026, buying an estimated $1.56M and bringing the position to 325,356 shares worth $18.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2477.

Bank of America first reported a position in TAN in Q2 2013 and has held it in 52 quarters since. The position peaked at $110M in Q2 2021. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

Bank of America held 325,356 shares of Invesco Solar ETF worth $18.1M as of Q1 2026.
Bank of America bought 28,203 Invesco Solar ETF shares in Q1 2026, an estimated $1.56M.
Invesco Solar ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2477 holding.
Bank of America first reported a position in Invesco Solar ETF in Q2 2013 and has held it in 52 quarters since.
Bank of America's Invesco Solar ETF position peaked at $110M in Q2 2021.
246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.