Cornerstone Planning Group’s Invesco Solar ETF TAN Stock Holding History

Cornerstone Planning Group’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	$4.32K	Sell	80 -1	-1%	-$61	﹤0.01%	1121
2026 Q1	$4.88K	Buy	81 +1	+1%	+$55	﹤0.01%	1090
2025 Q4	$4.61K	Sell	80 -82	-51%	-$3.95K	﹤0.01%	1009
2025 Q3	$7.75K	Buy	162 +82	+103%	+$3.28K	﹤0.01%	835
2025 Q2	$2.93K	Hold	80	–	–	﹤0.01%	851
2025 Q1	$2.27K	Hold	80	–	–	﹤0.01%	957
2024 Q4	$2.68K	Hold	80	–	–	﹤0.01%	715
2024 Q3	$3.08K	Hold	80	–	–	﹤0.01%	679
2024 Q2	$3.13K	Buy	+80	New	+$3.5K	﹤0.01%	672

Other funds holding TAN

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LHWM

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

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cornerstone Planning Group's TAN Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Invesco Solar ETF (TAN) stake by 1.2% in Q2 2026, selling an estimated $61 and leaving 80 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Cornerstone Planning Group first reported a position in TAN in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.75K in Q3 2025. 141 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Cornerstone Planning Group held 80 shares of Invesco Solar ETF worth $4.32K as of Q2 2026.
Cornerstone Planning Group sold 1 Invesco Solar ETF share in Q2 2026, an estimated $61.
Invesco Solar ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1121 holding.
Cornerstone Planning Group first reported a position in Invesco Solar ETF in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's Invesco Solar ETF position peaked at $7.75K in Q3 2025.
141 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.