Focus Partners Wealth
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Focus Partners Wealth’s Invesco Solar ETF TAN Stock Holding History

Focus Partners Wealth’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 		$842K Sell
14,236
-1,102
-7% -$66.9K ﹤0.01% 1711
2026
Q1 		$855K Buy
15,338
+3,787
+33% +$210K ﹤0.01% 1686
2025
Q4 		$443K Sell
11,551
-2,504
-18% -$121K ﹤0.01% 2007
2025
Q3 		$613K Buy
14,055
+2,041
+17% +$81.6K ﹤0.01% 1520
2025
Q2 		$412K Buy
+12,014
New +$377K ﹤0.01% 1537
2024
Q4 		– Sell
-6,288
Closed -$271K – 1971
2024
Q3 		$271K Sell
6,288
-1,690
-21% -$69.2K ﹤0.01% 1361
2024
Q2 		$321K Buy
+7,978
New +$349K ﹤0.01% 1054

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

Focus Partners Wealth's TAN Position: Q2 2026 in Review

Focus Partners Wealth reduced its Invesco Solar ETF (TAN) stake by 7.2% in Q2 2026, selling an estimated $66.9K and leaving 14,236 shares worth $842K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Focus Partners Wealth first reported a position in TAN in Q2 2024 and has held it in 7 quarters since. The position peaked at $855K in Q1 2026. 245 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Focus Partners Wealth held 14,236 shares of Invesco Solar ETF worth $842K as of Q2 2026.
  • Focus Partners Wealth sold 1,102 Invesco Solar ETF shares in Q2 2026, an estimated $66.9K.
  • Invesco Solar ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1711 holding.
  • Focus Partners Wealth first reported a position in Invesco Solar ETF in Q2 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's Invesco Solar ETF position peaked at $855K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.