Creative Financial Designs’s Invesco Solar ETF TAN Stock Holding History

Creative Financial Designs’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	$558K	Buy	+9,432	New	+$573K	0.03%	385
2023 Q3	–	Sell	-135	Closed	-$9.64K	–	1550
2023 Q2	$9.64K	Sell	135 -444	-77%	-$32K	﹤0.01%	1023
2023 Q1	$44.9K	Hold	579	–	–	0.01%	625
2022 Q4	$42.2K	Hold	579	–	–	0.01%	600
2022 Q3	$43K	Buy	579 +38	+7%	+$3.07K	0.01%	585
2022 Q2	$39K	Sell	541 -105	-16%	-$7.27K	0.01%	593
2022 Q1	$49K	Sell	646 -160	-20%	-$11.1K	0.01%	570
2021 Q4	$62K	Buy	806 +304	+61%	+$26.6K	0.01%	530
2021 Q3	$40K	Sell	502 -100	-17%	-$8.42K	0.01%	666
2021 Q2	$54K	Buy	+602	New	+$49K	0.01%	589

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

Creative Financial Designs's TAN Position: Q2 2026 in Review

Creative Financial Designs opened a new position in Invesco Solar ETF (TAN) in Q2 2026: 9,432 shares worth $558K. The stake represents 0.03% of the portfolio and ranks #385 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in TAN as recently as Q2 2023.

Creative Financial Designs first reported a position in TAN in Q2 2021 and has held it in 10 quarters since. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Creative Financial Designs held 9,432 shares of Invesco Solar ETF worth $558K as of Q2 2026.
Invesco Solar ETF was a new Creative Financial Designs position in Q2 2026.
Invesco Solar ETF made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #385 holding.
Creative Financial Designs first reported a position in Invesco Solar ETF in Q2 2021 and has held it in 10 quarters since.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.