Continuum Advisory’s Invesco Solar ETF TAN Stock Holding History

Continuum Advisory’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	$80.9K	Buy	+1,368	New	+$83.1K	0.01%	683
2025 Q2	–	Sell	-3,375	Closed	-$103K	–	1433
2025 Q1	$103K	Hold	3,375	–	–	0.01%	520
2024 Q4	$112K	Hold	3,375	–	–	0.01%	494
2024 Q3	$120K	Hold	3,375	–	–	0.02%	486
2024 Q2	$136K	Hold	3,375	–	–	0.02%	441
2024 Q1	$146K	Buy	+3,375	New	+$151K	0.02%	422
2023 Q3	–	Sell	-3,379	Closed	-$241K	–	476
2023 Q2	$241K	Hold	3,379	–	–	0.04%	403
2023 Q1	$262K	Buy	3,379 +12	+0.4%	+$919	0.04%	368
2022 Q4	$246K	Sell	3,367 -14	-0.4%	-$1.05K	0.04%	372
2022 Q3	$249K	Buy	3,381 +14	+0.4%	+$1.13K	0.04%	344
2022 Q2	$240K	Hold	3,367	–	–	0.04%	366
2022 Q1	$216K	Sell	3,367 -20	-0.6%	-$1.38K	0.04%	354
2021 Q4	$261K	Hold	3,387	–	–	0.06%	260
2021 Q3	$271K	Hold	3,387	–	–	0.07%	240
2021 Q2	$303K	Buy	3,387 +60	+2%	+$4.88K	0.09%	211
2021 Q1	$277K	Buy	+3,327	New	+$350K	0.12%	146

Other funds holding TAN

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Continuum Advisory's TAN Position: Q2 2026 in Review

Continuum Advisory opened a new position in Invesco Solar ETF (TAN) in Q2 2026: 1,368 shares worth $80.9K. The stake represents 0.01% of the portfolio and ranks #683 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in TAN as recently as Q1 2025.

Continuum Advisory first reported a position in TAN in Q1 2021 and has held it in 16 quarters since. The position peaked at $303K in Q2 2021. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Continuum Advisory held 1,368 shares of Invesco Solar ETF worth $80.9K as of Q2 2026.
Invesco Solar ETF was a new Continuum Advisory position in Q2 2026.
Invesco Solar ETF made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #683 holding.
Continuum Advisory first reported a position in Invesco Solar ETF in Q1 2021 and has held it in 16 quarters since.
Continuum Advisory's Invesco Solar ETF position peaked at $303K in Q2 2021.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.