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Clearstead Advisors’s Invesco Solar ETF TAN Stock Holding History

Clearstead 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
2026
Q2 		$28.1K Hold
475
– – ﹤0.01% 1688
2026
Q1 		$26.5K Hold
475
– – ﹤0.01% 1391
2025
Q4 		$23.3K Sell
475
-137
-22% -$6.6K ﹤0.01% 1665
2025
Q3 		$26.7K Hold
612
– – ﹤0.01% 1513
2025
Q2 		$21K Hold
612
– – ﹤0.01% 1608
2025
Q1 		$18.6K Sell
612
-131
-18% -$4.38K ﹤0.01% 1440
2024
Q4 		$24.6K Buy
743
+131
+21% +$4.83K ﹤0.01% 1324
2024
Q3 		$26.4K Hold
612
– – ﹤0.01% 1352
2024
Q2 		$24.6K Hold
612
– – ﹤0.01% 1323
2024
Q1 		$26.2K Hold
612
– – ﹤0.01% 896
2023
Q4 		$32.7K Hold
612
– – ﹤0.01% 848
2023
Q3 		$31.7K Hold
612
– – ﹤0.01% 811
2023
Q2 		$43.7K Buy
612
+137
+29% +$9.88K ﹤0.01% 755
2023
Q1 		$36.9K Hold
475
– – ﹤0.01% 726
2022
Q4 		$34.6K Hold
475
– – ﹤0.01% 694
2022
Q3 		$35K Hold
475
– – ﹤0.01% 678
2022
Q2 		$34K Buy
475
+200
+73% +$13.9K ﹤0.01% 701
2022
Q1 		$21K Hold
275
– – ﹤0.01% 865
2021
Q4 		$21K Hold
275
– – ﹤0.01% 823
2021
Q3 		$22K Hold
275
– – ﹤0.01% 788
2021
Q2 		$25K Buy
275
+25
+10% +$2.03K ﹤0.01% 674
2021
Q1 		$23K Hold
250
– – ﹤0.01% 656
2020
Q4 		$26K Hold
250
– – ﹤0.01% 595
2020
Q3 		$16K Hold
250
– – ﹤0.01% 615
2020
Q2 		$9K Buy
250
+100
+67% +$3.17K ﹤0.01% 614
2020
Q1 		$4K Buy
+150
New +$4.89K ﹤0.01% 670

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HI
Humankind Investments New York $209M AUM 26.41% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Clearstead Advisors's TAN Position: Q2 2026 in Review

Clearstead Advisors held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 475 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Clearstead Advisors first reported a position in TAN in Q1 2020 and has held it in 26 quarters since. The position peaked at $43.7K in Q2 2023. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Clearstead Advisors held 475 shares of Invesco Solar ETF worth $28.1K as of Q2 2026.
  • Clearstead Advisors left its Invesco Solar ETF share count unchanged in Q2 2026.
  • Invesco Solar ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1688 holding.
  • Clearstead Advisors first reported a position in Invesco Solar ETF in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Invesco Solar ETF position peaked at $43.7K in Q2 2023.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.