EIP
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Essential Investment Partners’s Invesco Solar ETF TAN Stock Holding History

Essential Investment Partners’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 		$5.92K Hold
100
– – ﹤0.01% 225
2026
Q1 		$5.57K Hold
100
– – 0.01% 221
2025
Q4 		$4.91K Buy
+100
New +$4.82K ﹤0.01% 214

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
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Essential Investment Partners's TAN Position: Q2 2026 in Review

Essential Investment Partners held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 100 shares worth $5.92K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Essential Investment Partners first reported a position in TAN in Q4 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Essential Investment Partners held 100 shares of Invesco Solar ETF worth $5.92K as of Q2 2026.
  • Essential Investment Partners left its Invesco Solar ETF share count unchanged in Q2 2026.
  • Invesco Solar ETF made up ﹤0.01% of Essential Investment Partners's portfolio in Q2 2026, its #225 holding.
  • Essential Investment Partners first reported a position in Invesco Solar ETF in Q4 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.