Gerber Kawasaki Wealth & Investment Management’s Invesco Solar ETF TAN Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$311K	Sell	5,264 -204	-4%	-$12.4K	0.01%	295
2026 Q1	$305K	Sell	5,468 -500	-8%	-$27.7K	0.01%	278
2025 Q4	$293K	Buy	5,968 +804	+16%	+$38.7K	0.01%	286
2025 Q3	$225K	Buy	+5,164	New	+$206K	0.01%	301
2025 Q2	–	Sell	-10,061	Closed	-$306K	–	327
2025 Q1	$306K	Sell	10,061 -2,327	-19%	-$77.8K	0.01%	238
2024 Q4	$410K	Sell	12,388 -16,625	-57%	-$613K	0.02%	203
2024 Q3	$1.25M	Sell	29,013 -7,664	-21%	-$314K	0.06%	125
2024 Q2	$1.47M	Sell	36,677 -13,648	-27%	-$596K	0.07%	114
2024 Q1	$2.28M	Sell	50,325 -16,599	-25%	-$740K	0.12%	98
2023 Q4	$3.57M	Sell	66,924 -19,392	-22%	-$908K	0.21%	77
2023 Q3	$4.47M	Sell	86,316 -46,193	-35%	-$2.84M	0.3%	62
2023 Q2	$9.46M	Sell	132,509 -1,398	-1%	-$101K	0.64%	40
2023 Q1	$10.4M	Buy	133,907 +206	+0.2%	+$15.8K	0.82%	34
2022 Q4	$9.75M	Buy	133,701 +32,713	+32%	+$2.47M	0.87%	36
2022 Q3	$7.43M	Sell	100,988 -10,599	-9%	-$855K	0.69%	40
2022 Q2	$7.97M	Sell	111,587 -143,979	-56%	-$9.97M	0.76%	37
2022 Q1	$19.3M	Buy	255,566 +57,727	+29%	+$3.99M	1.57%	19
2021 Q4	$15.2M	Buy	+197,839	New	+$17.3M	1.21%	23
2021 Q3	–	Sell	-153,200	Closed	-$13.7M	–	1227
2021 Q2	$13.7M	Buy	153,200 +2,142	+1%	+$174K	1.4%	21
2021 Q1	$13.9M	Buy	151,058 +31,486	+26%	+$3.31M	1.67%	20
2020 Q4	$12.3M	Buy	119,572 +35,197	+42%	+$2.82M	1.7%	18
2020 Q3	$5.47M	Buy	84,375 +25,803	+44%	+$1.3M	1.17%	25
2020 Q2	$2.11M	Sell	58,572 -5,669	-9%	-$180K	0.47%	46
2020 Q1	$1.62M	Sell	64,241 -13,082	-17%	-$427K	0.46%	48
2019 Q4	$2.38M	Buy	77,323 +25,185	+48%	+$728K	0.6%	37
2019 Q3	$1.53M	Buy	52,138 +20,875	+67%	+$623K	0.44%	50
2019 Q2	$883K	Buy	+31,263	New	+$809K	0.26%	61

Other funds holding TAN

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's TAN Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Invesco Solar ETF (TAN) stake by 3.7% in Q2 2026, selling an estimated $12.4K and leaving 5,264 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #295.

Gerber Kawasaki Wealth & Investment Management first reported a position in TAN in Q2 2019 and has held it in 27 quarters since. The position peaked at $19.3M in Q1 2022. 133 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 5,264 shares of Invesco Solar ETF worth $311K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 204 Invesco Solar ETF shares in Q2 2026, an estimated $12.4K.
Invesco Solar ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #295 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco Solar ETF in Q2 2019 and has held it in 27 quarters since.
Gerber Kawasaki Wealth & Investment Management's Invesco Solar ETF position peaked at $19.3M in Q1 2022.
133 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.