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Gilpin Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Gilpin Wealth 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
Q3 		– Sell
-50
Closed -$2.96K – 1475
2026
Q2 		$2.96K Hold
50
– – ﹤0.01% 409
2026
Q1 		$2.79K Hold
50
– – ﹤0.01% 405
2025
Q4 		$2.46K Buy
+50
New +$2.41K ﹤0.01% 383

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HIA
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CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
CA
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PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
GIL
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AAG
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Gilpin Wealth Management's TAN Position: Q3 2026 in Review

Gilpin Wealth Management sold out of Invesco Solar ETF (TAN) in Q3 2026, closing a stake of 50 shares — an estimated $2.96K sold.

Gilpin Wealth Management first reported a position in TAN in Q4 2025 and held it in 3 quarters. The position peaked at $2.96K in Q2 2026. 9 funds tracked by Wall St. Rank hold TAN as of Q3 2026.

  • Gilpin Wealth Management reported no remaining Invesco Solar ETF position as of Q3 2026 after selling out during the quarter.
  • Gilpin Wealth Management sold 50 Invesco Solar ETF shares in Q3 2026, an estimated $2.96K.
  • Gilpin Wealth Management first reported a position in Invesco Solar ETF in Q4 2025 and held it in 3 quarters.
  • Gilpin Wealth Management's Invesco Solar ETF position peaked at $2.96K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.