DHJJ Financial Advisors’s Invesco Solar ETF TAN Stock Holding History

DHJJ Financial Advisors’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	$178	Hold	3	–	–	﹤0.01%	1013
2026 Q1	$168	Hold	3	–	–	﹤0.01%	1008
2025 Q4	$148	Hold	3	–	–	﹤0.01%	972
2025 Q3	$131	Hold	3	–	–	﹤0.01%	944
2025 Q2	$103	Hold	3	–	–	﹤0.01%	934
2025 Q1	$92	Hold	3	–	–	﹤0.01%	894
2024 Q4	$100	Hold	3	–	–	﹤0.01%	856
2024 Q3	$130	Hold	3	–	–	﹤0.01%	828
2024 Q2	$121	Hold	3	–	–	﹤0.01%	778
2024 Q1	$137	Hold	3	–	–	﹤0.01%	757
2023 Q4	$161	Hold	3	–	–	﹤0.01%	741
2023 Q3	$156	Buy	+3	New	+$185	﹤0.01%	739

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

DHJJ Financial Advisors's TAN Position: Q2 2026 in Review

DHJJ Financial Advisors held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 3 shares worth $178. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

DHJJ Financial Advisors first reported a position in TAN in Q3 2023 and has held it in 12 quarters since. 245 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

DHJJ Financial Advisors held 3 shares of Invesco Solar ETF worth $178 as of Q2 2026.
DHJJ Financial Advisors left its Invesco Solar ETF share count unchanged in Q2 2026.
Invesco Solar ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #1013 holding.
DHJJ Financial Advisors first reported a position in Invesco Solar ETF in Q3 2023 and has held it in 12 quarters since.
245 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.