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
Q1 		– Sell
-62,400
Closed -$3.07M – 2529
2025
Q4 		$3.07M Sell
62,400
-37,600
-38% -$1.81M 0.01% 1472
2025
Q3 		$4.36M Sell
100,000
-250,900
-72% -$10M 0.01% 1329
2025
Q2 		$12M Sell
350,900
-150,400
-30% -$4.73M 0.03% 656
2025
Q1 		$15.3M Buy
501,300
+305,100
+156% +$10.2M 0.04% 528
2024
Q4 		$6.5M Sell
196,200
-79,600
-29% -$2.94M 0.02% 962
2024
Q3 		$11.9M Buy
275,800
+23,000
+9% +$941K 0.03% 657
2024
Q2 		$10.2M Sell
252,800
-118,500
-32% -$5.18M 0.03% 664
2024
Q1 		$16.8M Buy
371,300
+88,100
+31% +$3.93M 0.05% 515
2023
Q4 		$15.1M Buy
+283,200
New +$13.3M 0.04% 577
2022
Q4 		– Sell
-17,100
Closed -$1.26M – 1628
2022
Q3 		$1.26M Buy
+17,100
New +$1.38M 0.01% 1013

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

Capital Fund Management (CFM)'s TAN Position: Q1 2026 in Review

Capital Fund Management (CFM) opened a new position in Invesco Solar ETF (TAN) in Q1 2026: 10,022 shares worth $558K. The stake represents ﹤0.01% of the portfolio and ranks #1852 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in TAN as recently as Q4 2024.

Capital Fund Management (CFM) first reported a position in TAN in Q4 2023 and has held it in 4 quarters since. The position peaked at $11.9M in Q4 2024. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Capital Fund Management (CFM) held 10,022 shares of Invesco Solar ETF worth $558K as of Q1 2026.
  • Invesco Solar ETF was a new Capital Fund Management (CFM) position in Q1 2026.
  • Invesco Solar ETF made up ﹤0.01% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1852 holding.
  • Capital Fund Management (CFM) first reported a position in Invesco Solar ETF in Q4 2023 and has held it in 4 quarters since.
  • Capital Fund Management (CFM)'s Invesco Solar ETF position peaked at $11.9M in Q4 2024.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.