Capital Fund Management (CFM)
TAN icon

Capital Fund Management (CFM)’s Invesco Solar ETF TAN Stock Holding History

Capital Fund Management (CFM)’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 		– Sell
-10,022
Closed -$558K – 2380
2026
Q1 		$558K Buy
+10,022
New +$555K ﹤0.01% 1852
2025
Q1 		– Sell
-359,913
Closed -$12M – 2338
2024
Q4 		$11.9M Buy
359,913
+340,346
+1,739% +$12.6M 0.03% 678
2024
Q3 		$844K Buy
+19,567
New +$801K ﹤0.01% 1733
2024
Q1 		– Sell
-27,977
Closed -$1.25M – 2269
2023
Q4 		$1.49M Buy
+27,977
New +$1.31M ﹤0.01% 1667

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 Fund Management (CFM)'s TAN Position: Q2 2026 in Review

Capital Fund Management (CFM) sold out of Invesco Solar ETF (TAN) in Q2 2026, closing a stake of 10,022 shares — an estimated $558K sold.

Capital Fund Management (CFM) first reported a position in TAN in Q4 2023 and held it in 4 quarters. The position peaked at $11.9M in Q4 2024. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Capital Fund Management (CFM) reported no remaining Invesco Solar ETF position as of Q2 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 10,022 Invesco Solar ETF shares in Q2 2026, an estimated $558K.
  • Capital Fund Management (CFM) first reported a position in Invesco Solar ETF in Q4 2023 and held it in 4 quarters.
  • Capital Fund Management (CFM)'s Invesco Solar ETF position peaked at $11.9M in Q4 2024.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.