Focus Partners Wealth
TAN icon

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
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 $1.56T 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

Focus Partners Wealth's TAN Position: Q1 2026 in Review

Focus Partners Wealth increased its Invesco Solar ETF (TAN) stake by 33% in Q1 2026, buying an estimated $210K and bringing the position to 15,338 shares worth $855K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Focus Partners Wealth first reported a position in TAN in Q2 2024 and has held it in 6 quarters since. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Focus Partners Wealth held 15,338 shares of Invesco Solar ETF worth $855K as of Q1 2026.
  • Focus Partners Wealth bought 3,787 Invesco Solar ETF shares in Q1 2026, an estimated $210K.
  • Invesco Solar ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1686 holding.
  • Focus Partners Wealth first reported a position in Invesco Solar ETF in Q2 2024 and has held it in 6 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.