Close Asset Management’s Invesco Solar ETF TAN Stock Holding History

Close Asset Management’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	$3K	Hold	58	–	–	﹤0.01%	252
2025 Q4	$3K	Buy	+58	New	+$2.79K	﹤0.01%	256

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

Close Asset Management's TAN Position: Q1 2026 in Review

Close Asset Management held its Invesco Solar ETF (TAN) position steady in Q1 2026 at 58 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Close Asset Management first reported a position in TAN in Q4 2025 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

Close Asset Management held 58 shares of Invesco Solar ETF worth $3K as of Q1 2026.
Close Asset Management left its Invesco Solar ETF share count unchanged in Q1 2026.
Invesco Solar ETF made up ﹤0.01% of Close Asset Management's portfolio in Q1 2026, its #252 holding.
Close Asset Management first reported a position in Invesco Solar ETF in Q4 2025 and has held it in 2 quarters since.
246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Close Asset Management's 13F filing for Q1 2026, filed 12 May 2026.