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Blue Trust Inc’s Invesco Solar ETF TAN Stock Holding History

Blue Trust Inc’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
Q2 		$11.1K Buy
+188
New +$11.4K ﹤0.01% 1843
2025
Q4 		– Sell
-10
Closed -$436 – 2718
2025
Q3 		$436 Buy
+10
New +$400 ﹤0.01% 2440

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

Blue Trust Inc's TAN Position: Q2 2026 in Review

Blue Trust Inc opened a new position in Invesco Solar ETF (TAN) in Q2 2026: 188 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #1843 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in TAN as recently as Q3 2025.

Blue Trust Inc first reported a position in TAN in Q3 2025 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Blue Trust Inc held 188 shares of Invesco Solar ETF worth $11.1K as of Q2 2026.
  • Invesco Solar ETF was a new Blue Trust Inc position in Q2 2026.
  • Invesco Solar ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1843 holding.
  • Blue Trust Inc first reported a position in Invesco Solar ETF in Q3 2025 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.