Cerity Partners’s Invesco Solar ETF TAN Stock Holding History

Cerity Partners’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	$744K	Sell	13,364 -495	-4%	-$27.4K	﹤0.01%	2037
2025 Q4	$699K	Sell	13,859 -125	-0.9%	-$6.02K	﹤0.01%	1893
2025 Q3	$638K	Buy	13,984 +961	+7%	+$38.4K	﹤0.01%	1834
2025 Q2	$478K	Buy	13,023 +6,419	+97%	+$202K	﹤0.01%	1887
2025 Q1	$201K	Buy	+6,604	New	+$221K	﹤0.01%	2213
2023 Q2	–	Sell	-3,162	Closed	-$238K	–	1938
2023 Q1	$238K	Sell	3,162 -830	-21%	-$63.6K	﹤0.01%	1648
2022 Q4	$292K	Buy	+3,992	New	+$301K	﹤0.01%	1150
2022 Q3	–	Sell	-3,608	Closed	-$258K	–	1259
2022 Q2	$258K	Buy	+3,608	New	+$250K	﹤0.01%	971
2021 Q2	–	Sell	-4,010	Closed	-$368K	–	735
2021 Q1	$368K	Buy	+4,010	New	+$421K	0.01%	503

Other funds holding TAN

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

Cerity Partners's TAN Position: Q1 2026 in Review

Cerity Partners reduced its Invesco Solar ETF (TAN) stake by 3.6% in Q1 2026, selling an estimated $27.4K and leaving 13,364 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Cerity Partners first reported a position in TAN in Q1 2021 and has held it in 9 quarters since. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

Cerity Partners held 13,364 shares of Invesco Solar ETF worth $744K as of Q1 2026.
Cerity Partners sold 495 Invesco Solar ETF shares in Q1 2026, an estimated $27.4K.
Invesco Solar ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2037 holding.
Cerity Partners first reported a position in Invesco Solar ETF in Q1 2021 and has held it in 9 quarters since.
246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.