Center for Financial Planning’s Invesco Solar ETF TAN Stock Holding History

Center for Financial Planning’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	$60	Hold	1	–	–	﹤0.01%	652
2026 Q1	$56	Hold	1	–	–	﹤0.01%	646
2025 Q4	$50	Hold	1	–	–	﹤0.01%	690
2025 Q3	$44	Hold	1	–	–	﹤0.01%	654
2025 Q2	$35	Hold	1	–	–	﹤0.01%	641
2025 Q1	$31	Hold	1	–	–	﹤0.01%	695
2024 Q4	$34	Hold	1	–	–	﹤0.01%	665
2024 Q3	$44	Hold	1	–	–	﹤0.01%	571
2024 Q2	$41	Buy	+1	New	+$44	﹤0.01%	578

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

AWM

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

Center for Financial Planning's TAN Position: Q2 2026 in Review

Center for Financial Planning held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 1 share worth $60. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Center for Financial Planning first reported a position in TAN in Q2 2024 and has held it in 9 quarters since. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Center for Financial Planning held 1 share of Invesco Solar ETF worth $60 as of Q2 2026.
Center for Financial Planning left its Invesco Solar ETF share count unchanged in Q2 2026.
Invesco Solar ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #652 holding.
Center for Financial Planning first reported a position in Invesco Solar ETF in Q2 2024 and has held it in 9 quarters since.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.