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CIA
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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