Garde Capital’s Invesco Solar ETF TAN Stock Holding History

Garde Capital’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
2025 Q3	–	Sell	-975	Closed	-$33.4K	–	738
2025 Q2	$33.4K	Hold	975	–	–	﹤0.01%	394
2025 Q1	$29.7K	Buy	+975	New	+$32.6K	﹤0.01%	401
2024 Q1	–	Sell	-1,900	Closed	-$101K	–	296
2023 Q4	$101K	Buy	+1,900	New	+$89K	0.01%	281

Other funds holding TAN

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

FCC

Florin Court Capital London, United Kingdom $61.2M AUM 41.57% 1-Year Est. Return

Garde Capital's TAN Position: Q3 2025 in Review

Garde Capital sold out of Invesco Solar ETF (TAN) in Q3 2025, closing a stake of 975 shares — an estimated $33.4K sold.

Garde Capital first reported a position in TAN in Q4 2023 and held it in 3 quarters. The position peaked at $101K in Q4 2023. 183 funds tracked by Wall St. Rank hold TAN as of Q3 2025.

Garde Capital reported no remaining Invesco Solar ETF position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 975 Invesco Solar ETF shares in Q3 2025, an estimated $33.4K.
Garde Capital first reported a position in Invesco Solar ETF in Q4 2023 and held it in 3 quarters.
Garde Capital's Invesco Solar ETF position peaked at $101K in Q4 2023.
183 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.