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Crowley Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Crowley Wealth Management’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
2025
Q4 		– Sell
-56
Closed -$2.44K – 312
2025
Q3 		$2.44K Hold
56
– – ﹤0.01% 360
2025
Q2 		$1.92K Hold
56
– – ﹤0.01% 356
2025
Q1 		$1.71K Sell
56
-65
-54% -$2.17K ﹤0.01% 372
2024
Q4 		$4.01K Buy
+121
New +$4.46K ﹤0.01% 323

Other funds holding TAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHGAM
Wealth High Governance Asset Management Sao Paulo $641M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
WHGC
Wealth High Governance Capital Sao Paulo, Brazil $333M AUM 125.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Crowley Wealth Management's TAN Position: Q4 2025 in Review

Crowley Wealth Management sold out of Invesco Solar ETF (TAN) in Q4 2025, closing a stake of 56 shares — an estimated $2.44K sold.

Crowley Wealth Management first reported a position in TAN in Q4 2024 and held it in 4 quarters. The position peaked at $4.01K in Q4 2024. 225 funds tracked by Wall St. Rank hold TAN as of Q4 2025.

  • Crowley Wealth Management reported no remaining Invesco Solar ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 56 Invesco Solar ETF shares in Q4 2025, an estimated $2.44K.
  • Crowley Wealth Management first reported a position in Invesco Solar ETF in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Invesco Solar ETF position peaked at $4.01K in Q4 2024.
  • 225 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.