Cardiff Park Advisors’s Invesco Solar ETF TAN Stock Holding History

Cardiff Park 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
2025 Q3	–	Sell	-200	Closed	-$6.85K	–	391
2025 Q2	$6.85K	Buy	+200	New	+$6.28K	﹤0.01%	343

Other funds holding TAN

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

FCC

Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return

Cardiff Park Advisors's TAN Position: Q3 2025 in Review

Cardiff Park Advisors sold out of Invesco Solar ETF (TAN) in Q3 2025, closing a stake of 200 shares — an estimated $6.85K sold.

Cardiff Park Advisors first reported a position in TAN in Q2 2025 and held it in 1 quarter. The position peaked at $6.85K in Q2 2025. 183 funds tracked by Wall St. Rank hold TAN as of Q3 2025.

Cardiff Park Advisors reported no remaining Invesco Solar ETF position as of Q3 2025 after selling out during the quarter.
Cardiff Park Advisors sold 200 Invesco Solar ETF shares in Q3 2025, an estimated $6.85K.
Cardiff Park Advisors first reported a position in Invesco Solar ETF in Q2 2025 and held it in 1 quarter.
Cardiff Park Advisors's Invesco Solar ETF position peaked at $6.85K in Q2 2025.
183 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2025.

Based on Cardiff Park Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.