Gemmer Asset Management’s Invesco Solar ETF TAN Stock Holding History

Gemmer Asset Management’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	$846K	Sell	14,300 -5,063	-26%	-$308K	0.06%	93
2026 Q1	$1.08M	Sell	19,363 -6,591	-25%	-$365K	0.09%	77
2025 Q4	$1.27M	Buy	+25,954	New	+$1.25M	0.1%	77
2024 Q1	–	Sell	-170,827	Closed	-$9.11M	–	138
2023 Q4	$9.11M	Hold	170,827	–	–	1.12%	26
2023 Q3	$8.85M	Buy	+170,827	New	+$10.5M	1.19%	24
2022 Q1	–	Sell	-130	Closed	-$10K	–	1309
2021 Q4	$10K	Buy	130 +80	+160%	+$7.01K	﹤0.01%	764
2021 Q3	$4K	Buy	+50	New	+$4.21K	﹤0.01%	1069
2019 Q4	–	Sell	-200	Closed	-$6K	–	1431
2019 Q3	$6K	Buy	+200	New	+$5.97K	﹤0.01%	895

Other funds holding TAN

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return

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

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

Gemmer Asset Management's TAN Position: Q2 2026 in Review

Gemmer Asset Management reduced its Invesco Solar ETF (TAN) stake by 26% in Q2 2026, selling an estimated $308K and leaving 14,300 shares worth $846K. The position accounts for 0.06% of the portfolio, ranked #93.

Gemmer Asset Management first reported a position in TAN in Q3 2019 and has held it in 8 quarters since. The position peaked at $9.11M in Q4 2023. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Gemmer Asset Management held 14,300 shares of Invesco Solar ETF worth $846K as of Q2 2026.
Gemmer Asset Management sold 5,063 Invesco Solar ETF shares in Q2 2026, an estimated $308K.
Invesco Solar ETF made up 0.06% of Gemmer Asset Management's portfolio in Q2 2026, its #93 holding.
Gemmer Asset Management first reported a position in Invesco Solar ETF in Q3 2019 and has held it in 8 quarters since.
Gemmer Asset Management's Invesco Solar ETF position peaked at $9.11M in Q4 2023.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.