CoreCap Advisors’s Invesco Solar ETF TAN Stock Holding History

CoreCap 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	$5.97K	Sell	101 -19,511	-99%	-$1.18M	﹤0.01%	2240
2026 Q1	$1.09M	Buy	19,612 +19,588	+81,617%	+$1.08M	0.04%	350
2025 Q4	$1.18K	Hold	24	–	–	﹤0.01%	2570
2025 Q3	$1.05K	Hold	24	–	–	﹤0.01%	2475
2025 Q2	$826	Hold	24	–	–	﹤0.01%	2446
2025 Q1	$734	Hold	24	–	–	﹤0.01%	2597
2024 Q4	$798	Hold	24	–	–	﹤0.01%	2415
2024 Q3	$1.03K	Hold	24	–	–	﹤0.01%	2269
2024 Q2	$966	Sell	24 -272	-92%	-$11.9K	﹤0.01%	1393
2024 Q1	$13.4K	Buy	+296	New	+$13.2K	﹤0.01%	1640
2022 Q4	$43.5K	Buy	+596	New	+$44.9K	﹤0.01%	1035
2022 Q3	–	Sell	-596	Closed	-$43K	–	1909
2022 Q2	$43K	Buy	+596	New	+$41.3K	﹤0.01%	988
2022 Q1	–	Sell	-296	Closed	-$23K	–	1911
2021 Q4	$23K	Buy	+296	New	+$25.9K	﹤0.01%	1292

Other funds holding TAN

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return