Capital Investment Advisory Services’s Invesco Solar ETF TAN Stock Holding History

Capital Investment Advisory Services’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	$2.38K	Hold	40	–	–	﹤0.01%	1259
2026 Q1	$2.24K	Hold	40	–	–	﹤0.01%	1161
2025 Q4	$1.98K	Hold	40	–	–	﹤0.01%	1134
2025 Q3	$1.75K	Hold	40	–	–	﹤0.01%	1063
2025 Q2	$1.38K	Hold	40	–	–	﹤0.01%	1036
2025 Q1	$1.23K	Hold	40	–	–	﹤0.01%	974
2024 Q4	$1.33K	Hold	40	–	–	﹤0.01%	907
2024 Q3	$1.73K	Hold	40	–	–	﹤0.01%	942
2024 Q2	$1.61K	Hold	40	–	–	﹤0.01%	926
2024 Q1	$1.82K	Sell	40 -459	-92%	-$20.5K	﹤0.01%	917
2023 Q4	$26.6K	Hold	499	–	–	﹤0.01%	748
2023 Q3	$25.8K	Sell	499 -3,656	-88%	-$225K	﹤0.01%	704
2023 Q2	$297K	Sell	4,155 -757	-15%	-$54.6K	0.03%	370
2023 Q1	$381K	Sell	4,912 -158	-3%	-$12.1K	0.05%	315
2022 Q4	$370K	Buy	5,070 +178	+4%	+$13.4K	0.04%	331
2022 Q3	$360K	Hold	4,892	–	–	0.05%	316
2022 Q2	$349K	Hold	4,892	–	–	0.04%	330
2022 Q1	$369K	Sell	4,892 -295	-6%	-$20.4K	0.04%	346
2021 Q4	$399K	Sell	5,187 -44	-0.8%	-$3.86K	0.05%	319
2021 Q3	$418K	Hold	5,231	–	–	0.05%	294
2021 Q2	$467K	Buy	5,231 +100	+2%	+$8.13K	0.06%	288
2021 Q1	$471K	Hold	5,131	–	–	0.07%	259
2020 Q4	$527K	Sell	5,131 -60	-1%	-$4.8K	0.08%	240
2020 Q3	$336K	Hold	5,191	–	–	0.06%	258
2020 Q2	$187K	Hold	5,191	–	–	0.04%	319
2020 Q1	$131K	Hold	5,191	–	–	0.03%	320
2019 Q4	$160K	Hold	5,191	–	–	0.04%	313
2019 Q3	$152K	Hold	5,191	–	–	0.04%	312
2019 Q2	$151K	Sell	5,191 -28	-0.5%	-$724	0.05%	322
2019 Q1	$121K	Hold	5,219	–	–	0.05%	295
2018 Q4	$97K	Buy	+5,219	New	+$103K	0.04%	309

Other funds holding TAN

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Capital Investment Advisory Services's TAN Position: Q2 2026 in Review

Capital Investment Advisory Services held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 40 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Capital Investment Advisory Services first reported a position in TAN in Q4 2018 and has held it in 31 quarters since. The position peaked at $527K in Q4 2020. 245 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Capital Investment Advisory Services held 40 shares of Invesco Solar ETF worth $2.38K as of Q2 2026.
Capital Investment Advisory Services left its Invesco Solar ETF share count unchanged in Q2 2026.
Invesco Solar ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1259 holding.
Capital Investment Advisory Services first reported a position in Invesco Solar ETF in Q4 2018 and has held it in 31 quarters since.
Capital Investment Advisory Services's Invesco Solar ETF position peaked at $527K in Q4 2020.
245 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.