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Ehrlich Financial Group’s Invesco Solar ETF TAN Stock Holding History

Ehrlich Financial Group’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 		$661K Sell
11,176
-1,792
-14% -$109K 0.34% 69
2026
Q1 		$722K Buy
+12,968
New +$718K 0.42% 65

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

Ehrlich Financial Group's TAN Position: Q2 2026 in Review

Ehrlich Financial Group reduced its Invesco Solar ETF (TAN) stake by 14% in Q2 2026, selling an estimated $109K and leaving 11,176 shares worth $661K. The position accounts for 0.34% of the portfolio, ranked #69.

Ehrlich Financial Group first reported a position in TAN in Q1 2026 and has held it in 2 quarters since. The position peaked at $722K in Q1 2026. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Ehrlich Financial Group held 11,176 shares of Invesco Solar ETF worth $661K as of Q2 2026.
  • Ehrlich Financial Group sold 1,792 Invesco Solar ETF shares in Q2 2026, an estimated $109K.
  • Invesco Solar ETF made up 0.34% of Ehrlich Financial Group's portfolio in Q2 2026, its #69 holding.
  • Ehrlich Financial Group first reported a position in Invesco Solar ETF in Q1 2026 and has held it in 2 quarters since.
  • Ehrlich Financial Group's Invesco Solar ETF position peaked at $722K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.