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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
Q3 		$12.1K Hold
276
– – ﹤0.01% 831
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

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Cape Investment Advisory's TAN Position: Q3 2026 in Review

Cape Investment Advisory held its Invesco Solar ETF (TAN) position steady in Q3 2026 at 276 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Cape Investment Advisory first reported a position in TAN in Q2 2024 and has held it in 9 quarters since. The position peaked at $16.3K in Q2 2026. 9 funds tracked by Wall St. Rank hold TAN as of Q3 2026.

  • Cape Investment Advisory held 276 shares of Invesco Solar ETF worth $12.1K as of Q3 2026.
  • Cape Investment Advisory left its Invesco Solar ETF share count unchanged in Q3 2026.
  • Invesco Solar ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #831 holding.
  • Cape Investment Advisory first reported a position in Invesco Solar ETF in Q2 2024 and has held it in 9 quarters since.
  • Cape Investment Advisory's Invesco Solar ETF position peaked at $16.3K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.