Congress Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Congress Wealth 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
2025 Q2	$4.34M	Sell	126,661 -1,723	-1%	-$54.1K	0.04%	419
2025 Q1	$3.91M	Buy	128,384 +7,465	+6%	+$250K	0.05%	366
2024 Q4	$4M	Sell	120,919 -8,636	-7%	-$319K	0.06%	314
2024 Q3	$5.59M	Buy	+129,555	New	+$5.3M	0.07%	279
2022 Q1	–	Sell	-171,719	Closed	-$13.2M	–	636
2021 Q4	$13.2M	Buy	+171,719	New	+$15M	0.26%	103

Other funds holding TAN

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Congress Wealth Management's TAN Position: Q2 2025 in Review

Congress Wealth Management reduced its Invesco Solar ETF (TAN) stake by 1.3% in Q2 2025, selling an estimated $54.1K and leaving 126,661 shares worth $4.34M. The position accounts for 0.04% of the portfolio, ranked #419.

Congress Wealth Management first reported a position in TAN in Q4 2021 and has held it in 5 quarters since. The position peaked at $13.2M in Q4 2021. 178 funds tracked by Wall St. Rank hold TAN as of Q2 2025.

Congress Wealth Management held 126,661 shares of Invesco Solar ETF worth $4.34M as of Q2 2025.
Congress Wealth Management sold 1,723 Invesco Solar ETF shares in Q2 2025, an estimated $54.1K.
Invesco Solar ETF made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #419 holding.
Congress Wealth Management first reported a position in Invesco Solar ETF in Q4 2021 and has held it in 5 quarters since.
Congress Wealth Management's Invesco Solar ETF position peaked at $13.2M in Q4 2021.
178 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.