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Cape Investment Advisory’s Invesco Solar ETF TAN Stock Holding History

Cape Investment Advisory’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 		$16.3K Buy
+276
New +$16.8K ﹤0.01% 747
2026
Q1 		– Sell
-17
Closed -$835 – 1088
2025
Q4 		$835 Hold
17
– – ﹤0.01% 1204
2025
Q3 		$742 Hold
17
– – ﹤0.01% 757
2025
Q2 		$582 Hold
17
– – ﹤0.01% 1071
2025
Q1 		$518 Hold
17
– – ﹤0.01% 1017
2024
Q4 		$563 Hold
17
– – ﹤0.01% 1009
2024
Q3 		$733 Hold
17
– – ﹤0.01% 889
2024
Q2 		$684 Buy
+17
New +$743 ﹤0.01% 858

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

Cape Investment Advisory's TAN Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Invesco Solar ETF (TAN) in Q2 2026: 276 shares worth $16.3K. The stake represents ﹤0.01% of the portfolio and ranks #747 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in TAN as recently as Q4 2025.

Cape Investment Advisory first reported a position in TAN in Q2 2024 and has held it in 8 quarters since. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Cape Investment Advisory held 276 shares of Invesco Solar ETF worth $16.3K as of Q2 2026.
  • Invesco Solar ETF was a new Cape Investment Advisory position in Q2 2026.
  • Invesco Solar ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #747 holding.
  • Cape Investment Advisory first reported a position in Invesco Solar ETF in Q2 2024 and has held it in 8 quarters since.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.