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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

LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 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. 60 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.
  • 60 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.