Creative Planning’s Invesco Solar ETF TAN Stock Holding History

Creative Planning’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
2023 Q3	–	Sell	-100	Closed	-$1.52K	–	3036
2023 Q2	$1.52K	Hold	100	–	–	﹤0.01%	2604
2023 Q1	$2.13K	Hold	100	–	–	﹤0.01%	2517
2022 Q4	$2.07K	Buy	+100	New	+$7.54K	﹤0.01%	2430
2021 Q3	–	Sell	-1,200	Closed	-$15K	–	2223
2021 Q2	$15K	Buy	1,200 +700	+140%	+$56.9K	﹤0.01%	1997
2021 Q1	$10K	Buy	+500	New	+$52.5K	﹤0.01%	2478

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

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

Creative Planning's TAN Position: Q2 2026 in Review

Creative Planning increased its Invesco Solar ETF (TAN) stake by 12% in Q2 2026, buying an estimated $28.8K and bringing the position to 4,576 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #3652.

Creative Planning first reported a position in TAN in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.48M in Q4 2020. 245 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Creative Planning held 4,576 shares of Invesco Solar ETF worth $271K as of Q2 2026.
Creative Planning bought 475 Invesco Solar ETF shares in Q2 2026, an estimated $28.8K.
Invesco Solar ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3652 holding.
Creative Planning first reported a position in Invesco Solar ETF in Q2 2013 and has held it in 35 quarters since.
Creative Planning's Invesco Solar ETF position peaked at $1.48M in Q4 2020.
245 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.