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Barnes Dennig Private Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Barnes Dennig Private Wealth 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
2026
Q1 		– Sell
-714
Closed -$35.1K – 342
2025
Q4 		$35.1K Buy
+714
New +$34.4K 0.04% 164
2025
Q2 		– Sell
-200
Closed -$6.09K – 319
2025
Q1 		$6.09K Buy
+200
New +$6.69K 0.01% 158

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

Barnes Dennig Private Wealth Management's TAN Position: Q1 2026 in Review

Barnes Dennig Private Wealth Management sold out of Invesco Solar ETF (TAN) in Q1 2026, closing a stake of 714 shares — an estimated $35.1K sold.

Barnes Dennig Private Wealth Management first reported a position in TAN in Q1 2025 and held it in 2 quarters. The position peaked at $35.1K in Q4 2025. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Barnes Dennig Private Wealth Management reported no remaining Invesco Solar ETF position as of Q1 2026 after selling out during the quarter.
  • Barnes Dennig Private Wealth Management sold 714 Invesco Solar ETF shares in Q1 2026, an estimated $35.1K.
  • Barnes Dennig Private Wealth Management first reported a position in Invesco Solar ETF in Q1 2025 and held it in 2 quarters.
  • Barnes Dennig Private Wealth Management's Invesco Solar ETF position peaked at $35.1K in Q4 2025.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.