Corient Private Wealth
TAN icon

Corient Private Wealth’s Invesco Solar ETF TAN Stock Holding History

Corient Private Wealth’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 		$910K Sell
15,384
-670
-4% -$40.7K ﹤0.01% 1876
2026
Q1 		$356K Buy
16,054
+515
+3% +$28.5K ﹤0.01% 2232
2025
Q4 		$763K Sell
15,539
-500
-3% -$24.1K ﹤0.01% 1645
2025
Q3 		$700K Hold
16,039
– – ﹤0.01% 1613
2025
Q2 		$550K Buy
+16,039
New +$504K ﹤0.01% 1654
2025
Q1 		– Sell
-15,887
Closed -$206K – 2438
2024
Q4 		$206K Sell
15,887
-4,070
-20% -$150K ﹤0.01% 2101
2024
Q3 		$860K Buy
19,957
+2,509
+14% +$103K ﹤0.01% 1476
2024
Q2 		$702K Hold
17,448
– – ﹤0.01% 1473
2024
Q1 		$792K Sell
17,448
-45
-0.3% -$2.01K ﹤0.01% 1404
2023
Q4 		$933K Buy
17,493
+1,821
+12% +$85.3K ﹤0.01% 1315
2023
Q3 		$812K Buy
15,672
+716
+5% +$44.1K ﹤0.01% 1268
2023
Q2 		$1.07M Sell
14,956
-756
-5% -$54.5K ﹤0.01% 1129
2023
Q1 		$1.22M Buy
15,712
+97
+0.6% +$7.43K ﹤0.01% 1014
2022
Q4 		$1.14M Buy
+15,615
New +$1.18M ﹤0.01% 870

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HI
Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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

Corient Private Wealth's TAN Position: Q2 2026 in Review

Corient Private Wealth reduced its Invesco Solar ETF (TAN) stake by 4.2% in Q2 2026, selling an estimated $40.7K and leaving 15,384 shares worth $910K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Corient Private Wealth first reported a position in TAN in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.22M in Q1 2023. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Corient Private Wealth held 15,384 shares of Invesco Solar ETF worth $910K as of Q2 2026.
  • Corient Private Wealth sold 670 Invesco Solar ETF shares in Q2 2026, an estimated $40.7K.
  • Invesco Solar ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1876 holding.
  • Corient Private Wealth first reported a position in Invesco Solar ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Invesco Solar ETF position peaked at $1.22M in Q1 2023.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.