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

Bank of Montreal’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
-250,000
Closed -$12.3M – 4019
2025
Q4 		$12.3M Hold
250,000
– – ﹤0.01% 1035
2025
Q3 		$10.9M Hold
250,000
– – ﹤0.01% 1016
2025
Q2 		$8.56M Buy
+250,000
New +$7.85M ﹤0.01% 1042

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 $445B AUM 25.58% 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 60.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

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

Bank of Montreal increased its Invesco Solar ETF (TAN) stake by 3,628% in Q1 2026, buying an estimated $8.84M and bringing the position to 164,235 shares worth $9.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Bank of Montreal first reported a position in TAN in Q2 2013 and has held it in 51 quarters since. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Bank of Montreal held 164,235 shares of Invesco Solar ETF worth $9.15M as of Q1 2026.
  • Bank of Montreal bought 159,830 Invesco Solar ETF shares in Q1 2026, an estimated $8.84M.
  • Invesco Solar ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1119 holding.
  • Bank of Montreal first reported a position in Invesco Solar ETF in Q2 2013 and has held it in 51 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

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