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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
Q2 		$22.8K Buy
386
+81
+27% +$4.92K ﹤0.01% 459
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 $1.81T AUM 41.13% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HI
Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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

Dunhill Financial's TAN Position: Q2 2026 in Review

Dunhill Financial increased its Invesco Solar ETF (TAN) stake by 27% in Q2 2026, buying an estimated $4.92K and bringing the position to 386 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Dunhill Financial first reported a position in TAN in Q2 2023 and has held it in 8 quarters since. The position peaked at $481K in Q3 2023. 244 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Dunhill Financial held 386 shares of Invesco Solar ETF worth $22.8K as of Q2 2026.
  • Dunhill Financial bought 81 Invesco Solar ETF shares in Q2 2026, an estimated $4.92K.
  • Invesco Solar ETF made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #459 holding.
  • Dunhill Financial first reported a position in Invesco Solar ETF in Q2 2023 and has held it in 8 quarters since.
  • Dunhill Financial's Invesco Solar ETF position peaked at $481K in Q3 2023.
  • 244 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.