Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco Solar ETF TAN Stock Holding History

Carson Wealth (CWM LLC)’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 		$317K Buy
5,694
+1,580
+38% +$87.4K ﹤0.01% 2346
2025
Q4 		$202K Sell
4,114
-10
-0.2% -$482 ﹤0.01% 2573
2025
Q3 		$180K Buy
4,124
+1,938
+89% +$77.4K ﹤0.01% 2532
2025
Q2 		$75K Sell
2,186
-1,930
-47% -$60.6K ﹤0.01% 2955
2025
Q1 		$125K Sell
4,116
-772
-16% -$25.8K ﹤0.01% 2241
2024
Q4 		$162K Sell
4,888
-6,218
-56% -$229K ﹤0.01% 1969
2024
Q3 		$479K Buy
11,106
+2,886
+35% +$118K ﹤0.01% 1333
2024
Q2 		$331K Buy
8,220
+89
+1% +$3.89K ﹤0.01% 1355
2024
Q1 		$369K Buy
8,131
+3,776
+87% +$168K ﹤0.01% 1243
2023
Q4 		$232K Sell
4,355
-865
-17% -$40.5K ﹤0.01% 1352
2023
Q3 		$270K Buy
5,220
+175
+3% +$10.8K ﹤0.01% 1193
2023
Q2 		$360K Sell
5,045
-150
-3% -$10.8K ﹤0.01% 1054
2023
Q1 		$403K Buy
5,195
+39
+0.8% +$2.99K ﹤0.01% 953
2022
Q4 		$376K Sell
5,156
-578
-10% -$43.6K ﹤0.01% 891
2022
Q3 		$422K Buy
5,734
+244
+4% +$19.7K ﹤0.01% 802
2022
Q2 		$392K Sell
5,490
-1,902
-26% -$132K ﹤0.01% 808
2022
Q1 		$558K Sell
7,392
-1,098
-13% -$75.9K ﹤0.01% 697
2021
Q4 		$653K Buy
+8,490
New +$744K ﹤0.01% 665
2021
Q2 		$910K Hold
10,192
– – 0.01% 576
2021
Q1 		$910K Hold
10,192
– – 0.01% 576
2020
Q4 		$910K Hold
10,192
– – 0.01% 576
2020
Q3 		$910K Hold
10,192
– – 0.01% 576
2020
Q2 		$910K Hold
10,192
– – 0.01% 576
2020
Q1 		$910K Hold
10,192
– – 0.01% 576
2019
Q4 		$910K Hold
10,192
– – 0.01% 576
2019
Q3 		$910K Hold
10,192
– – 0.01% 576
2019
Q2 		$910K Hold
10,192
– – 0.01% 576
2019
Q1 		$910K Buy
+10,192
New +$232K 0.01% 576

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HI
Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TAN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Invesco Solar ETF (TAN) stake by 38% in Q1 2026, buying an estimated $87.4K and bringing the position to 5,694 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #2346.

Carson Wealth (CWM LLC) first reported a position in TAN in Q1 2019 and has held it in 28 quarters since. The position peaked at $910K in Q2 2021. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,694 shares of Invesco Solar ETF worth $317K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,580 Invesco Solar ETF shares in Q1 2026, an estimated $87.4K.
  • Invesco Solar ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2346 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Solar ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco Solar ETF position peaked at $910K in Q2 2021.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.