CAL
TAN icon

Capital Analysts LLC’s Invesco Solar ETF TAN Stock Holding History

Capital Analysts LLC’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 		$40K Hold
673
– – ﹤0.01% 1043
2026
Q1 		$37K Hold
673
– – ﹤0.01% 1004
2025
Q4 		$33K Buy
673
+62
+10% +$2.99K ﹤0.01% 1009
2025
Q3 		$27K Sell
611
-114
-16% -$4.55K ﹤0.01% 1012
2025
Q2 		$25K Buy
725
+114
+19% +$3.58K ﹤0.01% 967
2025
Q1 		$19K Sell
611
-114
-16% -$3.81K ﹤0.01% 1016
2024
Q4 		$24K Buy
725
+212
+41% +$7.82K ﹤0.01% 903
2024
Q3 		$22K Sell
513
-3,116
-86% -$128K ﹤0.01% 891
2024
Q2 		$146K Sell
3,629
-55
-1% -$2.4K 0.01% 501
2024
Q1 		$167K Sell
3,684
-55
-1% -$2.45K 0.01% 473
2023
Q4 		$199K Buy
3,739
+128
+4% +$5.99K 0.01% 425
2023
Q3 		$187K Sell
3,611
-3,121
-46% -$192K 0.01% 402
2023
Q2 		$481K Buy
6,732
+139
+2% +$10K 0.03% 297
2023
Q1 		$512K Sell
6,593
-182
-3% -$13.9K 0.03% 294
2022
Q4 		$494K Buy
6,775
+608
+10% +$45.8K 0.03% 298
2022
Q3 		$454K Buy
6,167
+3,220
+109% +$260K 0.03% 278
2022
Q2 		$210K Hold
2,947
– – 0.01% 338
2022
Q1 		$222K Buy
2,947
+67
+2% +$4.63K 0.01% 333
2021
Q4 		$222K Hold
2,880
– – 0.01% 334
2021
Q3 		$230K Hold
2,880
– – 0.02% 325
2021
Q2 		$257K Buy
2,880
+102
+4% +$8.3K 0.02% 313
2021
Q1 		$255K Sell
2,778
-108
-4% -$11.3K 0.02% 306
2020
Q4 		$297K Sell
2,886
-357
-11% -$28.6K 0.03% 216
2020
Q3 		$210K Hold
3,243
– – 0.02% 243
2020
Q2 		$117K Hold
3,243
– – 0.01% 265
2020
Q1 		$82K Buy
3,243
+752
+30% +$24.5K 0.01% 275
2019
Q4 		$77K Buy
2,491
+366
+17% +$10.6K 0.01% 338
2019
Q3 		$62K Buy
2,125
+625
+42% +$18.7K 0.01% 352
2019
Q2 		$42K Hold
1,500
– – ﹤0.01% 390
2019
Q1 		$34K Buy
+1,500
New +$34.1K ﹤0.01% 390

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

Capital Analysts LLC's TAN Position: Q2 2026 in Review

Capital Analysts LLC held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 673 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Capital Analysts LLC first reported a position in TAN in Q1 2019 and has held it in 30 quarters since. The position peaked at $512K in Q1 2023. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Capital Analysts LLC held 673 shares of Invesco Solar ETF worth $40K as of Q2 2026.
  • Capital Analysts LLC left its Invesco Solar ETF share count unchanged in Q2 2026.
  • Invesco Solar ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1043 holding.
  • Capital Analysts LLC first reported a position in Invesco Solar ETF in Q1 2019 and has held it in 30 quarters since.
  • Capital Analysts LLC's Invesco Solar ETF position peaked at $512K in Q1 2023.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.