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Financial Freedom LLC’s Invesco Solar ETF TAN Stock Holding History

Financial Freedom LLC’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 		$807 Hold
14
– – ﹤0.01% 413
2025
Q4 		$712 Sell
14
-331
-96% -$15.9K ﹤0.01% 329
2025
Q3 		$15.1K Hold
345
– – 0.01% 249
2025
Q2 		$11.8K Sell
345
-199
-37% -$6.25K 0.01% 260
2025
Q1 		$16.6K Sell
544
-113
-17% -$3.78K 0.01% 243
2024
Q4 		$21.8K Buy
657
+2
+0.3% +$74 0.01% 215
2024
Q3 		$28.2K Hold
655
– – 0.01% 195
2024
Q2 		$26.3K Hold
655
– – 0.02% 199
2024
Q1 		$29.7K Hold
655
– – 0.02% 192
2023
Q4 		$34.9K Buy
655
+1
+0.2% +$47 0.02% 177
2023
Q3 		$33.9K Sell
654
-15
-2% -$924 0.02% 175
2023
Q2 		$47.8K Hold
669
– – 0.03% 151
2023
Q1 		$52K Buy
669
+199
+42% +$15.2K 0.04% 147
2022
Q4 		$34.3K Buy
+470
New +$35.4K 0.02% 166

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

Financial Freedom LLC's TAN Position: Q1 2026 in Review

Financial Freedom LLC held its Invesco Solar ETF (TAN) position steady in Q1 2026 at 14 shares worth $807. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Financial Freedom LLC first reported a position in TAN in Q4 2022 and has held it in 14 quarters since. The position peaked at $52K in Q1 2023. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Financial Freedom LLC held 14 shares of Invesco Solar ETF worth $807 as of Q1 2026.
  • Financial Freedom LLC left its Invesco Solar ETF share count unchanged in Q1 2026.
  • Invesco Solar ETF made up ﹤0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #413 holding.
  • Financial Freedom LLC first reported a position in Invesco Solar ETF in Q4 2022 and has held it in 14 quarters since.
  • Financial Freedom LLC's Invesco Solar ETF position peaked at $52K in Q1 2023.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.