CIBC Private Wealth Group
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CIBC Private Wealth Group’s Invesco Solar ETF TAN Stock Holding History

CIBC Private Wealth Group’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
Q4 		$25.1K Buy
+511
New +$24.6K ﹤0.01% 2087
2024
Q4 		– Sell
-585
Closed -$25.2K – 3181
2024
Q3 		$25.2K Hold
585
– – ﹤0.01% 2057
2024
Q2 		$23.7K Sell
585
-138,487
-100% -$6.05M ﹤0.01% 1964
2024
Q1 		$6.27M Buy
+139,072
New +$6.2M 0.01% 381
2018
Q3 		– Sell
-875
Closed -$20K – 1642
2018
Q2 		$20K Hold
875
– – ﹤0.01% 1403
2018
Q1 		$21K Hold
875
– – ﹤0.01% 1379
2017
Q4 		$22K Buy
+875
New +$20.9K ﹤0.01% 1392

Other funds holding TAN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WHGAM
Wealth High Governance Asset Management Sao Paulo $940M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
WHGC
Wealth High Governance Capital Sao Paulo, Brazil $334M AUM 165.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

CIBC Private Wealth Group's TAN Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Invesco Solar ETF (TAN) in Q4 2025: 511 shares worth $25.1K. The stake represents ﹤0.01% of the portfolio and ranks #2087 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in TAN as recently as Q3 2024.

CIBC Private Wealth Group first reported a position in TAN in Q4 2017 and has held it in 7 quarters since. The position peaked at $6.27M in Q1 2024. 226 funds tracked by Wall St. Rank hold TAN as of Q4 2025.

  • CIBC Private Wealth Group held 511 shares of Invesco Solar ETF worth $25.1K as of Q4 2025.
  • Invesco Solar ETF was a new CIBC Private Wealth Group position in Q4 2025.
  • Invesco Solar ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2087 holding.
  • CIBC Private Wealth Group first reported a position in Invesco Solar ETF in Q4 2017 and has held it in 7 quarters since.
  • CIBC Private Wealth Group's Invesco Solar ETF position peaked at $6.27M in Q1 2024.
  • 226 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.