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Capital Investment Advisors’s Invesco Solar ETF TAN Stock Holding History

Capital Investment Advisors’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 		$857K Buy
15,376
+1,685
+12% +$93.2K 0.01% 374
2025
Q4 		$673K Buy
13,691
+2,432
+22% +$117K 0.01% 415
2025
Q3 		$491K Buy
+11,259
New +$450K 0.01% 475

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 Investment Advisors's TAN Position: Q1 2026 in Review

Capital Investment Advisors increased its Invesco Solar ETF (TAN) stake by 12% in Q1 2026, buying an estimated $93.2K and bringing the position to 15,376 shares worth $857K. The position accounts for 0.01% of the portfolio, ranked #374.

Capital Investment Advisors first reported a position in TAN in Q3 2025 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Capital Investment Advisors held 15,376 shares of Invesco Solar ETF worth $857K as of Q1 2026.
  • Capital Investment Advisors bought 1,685 Invesco Solar ETF shares in Q1 2026, an estimated $93.2K.
  • Invesco Solar ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #374 holding.
  • Capital Investment Advisors first reported a position in Invesco Solar ETF in Q3 2025 and has held it in 3 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.