Capital Investment Advisors
TAN icon

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
Q2 		$927K Buy
15,679
+303
+2% +$18.4K 0.01% 378
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 $1.81T AUM 41.13% 1-Year Est. Return
Clal Insurance
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
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Capital Investment Advisors's TAN Position: Q2 2026 in Review

Capital Investment Advisors increased its Invesco Solar ETF (TAN) stake by 2% in Q2 2026, buying an estimated $18.4K and bringing the position to 15,679 shares worth $927K. The position accounts for 0.01% of the portfolio, ranked #378.

Capital Investment Advisors first reported a position in TAN in Q3 2025 and has held it in 4 quarters since. 245 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Capital Investment Advisors held 15,679 shares of Invesco Solar ETF worth $927K as of Q2 2026.
  • Capital Investment Advisors bought 303 Invesco Solar ETF shares in Q2 2026, an estimated $18.4K.
  • Invesco Solar ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #378 holding.
  • Capital Investment Advisors first reported a position in Invesco Solar ETF in Q3 2025 and has held it in 4 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.