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Foundations Investment Advisors’s Invesco Solar ETF TAN Stock Holding History

Foundations Investment Advisors’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 		$282K Buy
4,770
+460
+11% +$27.9K ﹤0.01% 995
2026
Q1 		$240K Sell
4,310
-19,572
-82% -$1.08M ﹤0.01% 1012
2025
Q4 		$1.17M Buy
+23,882
New +$1.15M 0.02% 468
2024
Q3 		– Sell
-19,546
Closed -$786K – 860
2024
Q2 		$786K Buy
+19,546
New +$854K 0.02% 391
2022
Q3 		– Sell
-6,979
Closed -$496K – 437
2022
Q2 		$496K Sell
6,979
-8
-0.1% -$554 0.02% 230
2022
Q1 		$503K Sell
6,987
-211
-3% -$14.6K 0.02% 192
2021
Q4 		$520K Sell
7,198
-524
-7% -$45.9K 0.02% 201
2021
Q3 		$600K Sell
7,722
-233
-3% -$19.6K 0.03% 154
2021
Q2 		$702K Buy
7,955
+28
+0.4% +$2.28K 0.03% 129
2021
Q1 		$686K Buy
7,927
+194
+3% +$20.4K 0.04% 113
2020
Q4 		$921K Sell
7,733
-371
-5% -$29.7K 0.06% 79
2020
Q3 		$540K Buy
8,104
+533
+7% +$26.8K 0.12% 101
2020
Q2 		$283K Buy
+7,571
New +$240K 0.03% 142

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

Foundations Investment Advisors's TAN Position: Q2 2026 in Review

Foundations Investment Advisors increased its Invesco Solar ETF (TAN) stake by 11% in Q2 2026, buying an estimated $27.9K and bringing the position to 4,770 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Foundations Investment Advisors first reported a position in TAN in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.17M in Q4 2025. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Foundations Investment Advisors held 4,770 shares of Invesco Solar ETF worth $282K as of Q2 2026.
  • Foundations Investment Advisors bought 460 Invesco Solar ETF shares in Q2 2026, an estimated $27.9K.
  • Invesco Solar ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #995 holding.
  • Foundations Investment Advisors first reported a position in Invesco Solar ETF in Q2 2020 and has held it in 13 quarters since.
  • Foundations Investment Advisors's Invesco Solar ETF position peaked at $1.17M in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.