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	–	1905
2022 Q2	$43K	Buy	+596	New	+$41.3K	﹤0.01%	988
2022 Q1	–	Sell	-296	Closed	-$23K	–	1910
2021 Q4	$23K	Buy	+296	New	+$25.9K	﹤0.01%	1292

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

CoreCap Advisors's TAN Position: Q2 2026 in Review

CoreCap Advisors reduced its Invesco Solar ETF (TAN) stake by 99% in Q2 2026, selling an estimated $1.18M and leaving 101 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2240.

CoreCap Advisors first reported a position in TAN in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.09M in Q1 2026. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

CoreCap Advisors held 101 shares of Invesco Solar ETF worth $5.97K as of Q2 2026.
CoreCap Advisors sold 19,511 Invesco Solar ETF shares in Q2 2026, an estimated $1.18M.
Invesco Solar ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2240 holding.
CoreCap Advisors first reported a position in Invesco Solar ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Invesco Solar ETF position peaked at $1.09M in Q1 2026.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.