Bartlett & Co Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Bartlett & Co 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
2025 Q2	–	Sell	-82	Closed	-$2.5K	–	1325
2025 Q1	$2.5K	Buy	+82	New	+$2.74K	﹤0.01%	1052
2024 Q2	–	Sell	-325	Closed	-$14.7K	–	1171
2024 Q1	$14.7K	Hold	325	–	–	﹤0.01%	865
2023 Q4	$17.6K	Hold	325	–	–	﹤0.01%	902
2023 Q3	$16.8K	Hold	325	–	–	﹤0.01%	855
2023 Q2	$23.2K	Hold	325	–	–	﹤0.01%	797
2023 Q1	$25.2K	Hold	325	–	–	﹤0.01%	673
2022 Q4	$23.7K	Hold	325	–	–	﹤0.01%	692
2022 Q3	$23.9K	Hold	325	–	–	﹤0.01%	676
2022 Q2	$23.2K	Hold	325	–	–	﹤0.01%	705
2022 Q1	$24.5K	Buy	+325	New	+$22.5K	﹤0.01%	701

Other funds holding TAN

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bartlett & Co Wealth Management's TAN Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of Invesco Solar ETF (TAN) in Q2 2025, closing a stake of 82 shares — an estimated $2.5K sold.

Bartlett & Co Wealth Management first reported a position in TAN in Q1 2022 and held it in 10 quarters. The position peaked at $25.2K in Q1 2023. 178 funds tracked by Wall St. Rank hold TAN as of Q2 2025.

Bartlett & Co Wealth Management reported no remaining Invesco Solar ETF position as of Q2 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 82 Invesco Solar ETF shares in Q2 2025, an estimated $2.5K.
Bartlett & Co Wealth Management first reported a position in Invesco Solar ETF in Q1 2022 and held it in 10 quarters.
Bartlett & Co Wealth Management's Invesco Solar ETF position peaked at $25.2K in Q1 2023.
178 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.