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Glassman Wealth Services’s Invesco Solar ETF TAN Stock Holding History

Glassman Wealth Services’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 		$31.7K Buy
+537
New +$32.6K ﹤0.01% 165
2021
Q4 		– Sell
-100
Closed -$8K – 1906
2021
Q3 		$8K Hold
100
– – ﹤0.01% 835
2021
Q2 		$9K Hold
100
– – ﹤0.01% 785
2021
Q1 		$9K Hold
100
– – ﹤0.01% 746
2020
Q4 		$10K Buy
+100
New +$8.01K ﹤0.01% 720

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HI
Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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

Glassman Wealth Services's TAN Position: Q2 2026 in Review

Glassman Wealth Services opened a new position in Invesco Solar ETF (TAN) in Q2 2026: 537 shares worth $31.7K. The stake represents ﹤0.01% of the portfolio and ranks #165 among its holdings. This is a return to the name: Glassman Wealth Services previously reported a position in TAN as recently as Q3 2021.

Glassman Wealth Services first reported a position in TAN in Q4 2020 and has held it in 5 quarters since. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Glassman Wealth Services held 537 shares of Invesco Solar ETF worth $31.7K as of Q2 2026.
  • Invesco Solar ETF was a new Glassman Wealth Services position in Q2 2026.
  • Invesco Solar ETF made up ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #165 holding.
  • Glassman Wealth Services first reported a position in Invesco Solar ETF in Q4 2020 and has held it in 5 quarters since.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.