Close Asset Management
TAN icon

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
Q3 		$3K Hold
58
– – ﹤0.01% 241
2026
Q2 		$3K Hold
58
– – ﹤0.01% 253
2026
Q1 		$3K Hold
58
– – ﹤0.01% 252
2025
Q4 		$3K Buy
+58
New +$2.79K ﹤0.01% 256

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Citigroup
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PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Hager Investment Management Services
Hager Investment Management Services New London, New Hampshire $212M AUM 42.01% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Close Asset Management's TAN Position: Q3 2026 in Review

Close Asset Management held its Invesco Solar ETF (TAN) position steady in Q3 2026 at 58 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Close Asset Management first reported a position in TAN in Q4 2025 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold TAN as of Q3 2026.

  • Close Asset Management held 58 shares of Invesco Solar ETF worth $3K as of Q3 2026.
  • Close Asset Management left its Invesco Solar ETF share count unchanged in Q3 2026.
  • Invesco Solar ETF made up ﹤0.01% of Close Asset Management's portfolio in Q3 2026, its #241 holding.
  • Close Asset Management first reported a position in Invesco Solar ETF in Q4 2025 and has held it in 4 quarters since.
  • 79 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2026.

Based on Close Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.