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 $1.81T AUM 41.13% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HI
Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bank of Montreal's TAN Position: Q2 2026 in Review

Bank of Montreal reduced its Invesco Solar ETF (TAN) stake by 96% in Q2 2026, selling an estimated $9.56M and leaving 6,897 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

Bank of Montreal first reported a position in TAN in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.15M in Q1 2026. 244 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Bank of Montreal held 6,897 shares of Invesco Solar ETF worth $408K as of Q2 2026.
  • Bank of Montreal sold 157,338 Invesco Solar ETF shares in Q2 2026, an estimated $9.56M.
  • Invesco Solar ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2582 holding.
  • Bank of Montreal first reported a position in Invesco Solar ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Invesco Solar ETF position peaked at $9.15M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.