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Dunhill Financial’s Invesco Solar ETF TAN Stock Holding History

Dunhill Financial’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
Q1 		$17K Hold
305
– – ﹤0.01% 456
2025
Q4 		$15K Hold
305
– – ﹤0.01% 430
2025
Q3 		$13.3K Hold
305
– – ﹤0.01% 421
2025
Q2 		$10.4K Buy
+305
New +$9.58K ﹤0.01% 434
2024
Q1 		– Sell
-40
Closed -$2.13K – 763
2023
Q4 		$2.13K Sell
40
-9,634
-100% -$451K ﹤0.01% 441
2023
Q3 		$481K Buy
9,674
+1,042
+12% +$64.2K 0.3% 39
2023
Q2 		$481K Buy
+8,632
New +$623K 0.32% 41

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

Dunhill Financial's TAN Position: Q1 2026 in Review

Dunhill Financial held its Invesco Solar ETF (TAN) position steady in Q1 2026 at 305 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Dunhill Financial first reported a position in TAN in Q2 2023 and has held it in 7 quarters since. The position peaked at $481K in Q3 2023. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Dunhill Financial held 305 shares of Invesco Solar ETF worth $17K as of Q1 2026.
  • Dunhill Financial left its Invesco Solar ETF share count unchanged in Q1 2026.
  • Invesco Solar ETF made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #456 holding.
  • Dunhill Financial first reported a position in Invesco Solar ETF in Q2 2023 and has held it in 7 quarters since.
  • Dunhill Financial's Invesco Solar ETF position peaked at $481K in Q3 2023.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.