Glass Jacobson Investment Advisors’s Invesco Solar ETF TAN Stock Holding History

Glass Jacobson 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	$20.7K	Hold	350	–	–	0.01%	409
2026 Q1	$19.5K	Hold	350	–	–	0.01%	414
2025 Q4	$17.2K	Hold	350	–	–	0.01%	415
2025 Q3	$15.3K	Hold	350	–	–	0.01%	417
2025 Q2	$12K	Hold	350	–	–	﹤0.01%	417
2025 Q1	$11.6K	Hold	350	–	–	﹤0.01%	582
2024 Q4	$11.6K	Hold	350	–	–	﹤0.01%	582
2024 Q3	$15.1K	Hold	350	–	–	0.01%	529
2024 Q2	$14.1K	Hold	350	–	–	0.01%	523
2024 Q1	$15.9K	Hold	350	–	–	0.01%	508
2023 Q4	$18.7K	Hold	350	–	–	0.01%	453
2023 Q3	$18.1K	Hold	350	–	–	0.01%	434
2023 Q2	$25K	Buy	+350	New	+$25.2K	0.01%	410
2022 Q4	$25.5K	Buy	+350	New	+$26.4K	0.01%	406

Other funds holding TAN

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

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

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Glass Jacobson Investment Advisors's TAN Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 350 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #409.

Glass Jacobson Investment Advisors first reported a position in TAN in Q4 2022 and has held it in 14 quarters since. The position peaked at $25.5K in Q4 2022. 79 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Glass Jacobson Investment Advisors held 350 shares of Invesco Solar ETF worth $20.7K as of Q2 2026.
Glass Jacobson Investment Advisors left its Invesco Solar ETF share count unchanged in Q2 2026.
Invesco Solar ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #409 holding.
Glass Jacobson Investment Advisors first reported a position in Invesco Solar ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's Invesco Solar ETF position peaked at $25.5K in Q4 2022.
79 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.