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Global Financial Private Client’s Invesco Solar ETF TAN Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-100
Closed -$3.05K – 1428
2025
Q1 		$3.05K Hold
100
– – ﹤0.01% 768
2024
Q4 		$3.31K Hold
100
– – ﹤0.01% 676
2024
Q3 		$4.31K Hold
100
– – ﹤0.01% 661
2024
Q2 		$4.02K Hold
100
– – ﹤0.01% 519
2024
Q1 		$4.51K Hold
100
– – ﹤0.01% 526
2023
Q4 		$5.33K Sell
100
-7,131
-99% -$334K ﹤0.01% 507
2023
Q3 		$357K Sell
7,231
-37
-0.5% -$2.28K 0.18% 126
2023
Q2 		$519K Buy
7,268
+552
+8% +$39.8K 0.26% 94
2023
Q1 		$513K Sell
6,716
-208
-3% -$15.9K 0.26% 90
2022
Q4 		$505K Buy
6,924
+119
+2% +$8.97K 0.28% 85
2022
Q3 		$513K Sell
6,805
-224
-3% -$18.1K 0.3% 78
2022
Q2 		$506K Buy
7,029
+19
+0.3% +$1.32K 0.29% 81
2022
Q1 		$534K Sell
7,010
-1,510
-18% -$104K 0.26% 85
2021
Q4 		$656K Buy
8,520
+392
+5% +$34.4K 0.32% 74
2021
Q3 		$659K Buy
8,128
+1,095
+16% +$92.2K 0.34% 73
2021
Q2 		$621K Buy
7,033
+1,794
+34% +$146K 0.35% 75
2021
Q1 		$475K Sell
5,239
-65
-1% -$6.83K 0.34% 70
2020
Q4 		$545K Buy
5,304
+494
+10% +$39.5K 0.43% 56
2020
Q3 		$323K Sell
4,810
-486
-9% -$24.4K 0.28% 71
2020
Q2 		$195K Buy
5,296
+933
+21% +$29.5K 0.17% 109
2020
Q1 		$104K Buy
+4,363
New +$142K 0.11% 140

Other funds holding TAN

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Global Financial Private Client's TAN Position: Q2 2025 in Review

Global Financial Private Client sold out of Invesco Solar ETF (TAN) in Q2 2025, closing a stake of 100 shares — an estimated $3.05K sold.

Global Financial Private Client first reported a position in TAN in Q1 2020 and held it in 21 quarters. The position peaked at $659K in Q3 2021. 178 funds tracked by Wall St. Rank hold TAN as of Q2 2025.

  • Global Financial Private Client reported no remaining Invesco Solar ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 100 Invesco Solar ETF shares in Q2 2025, an estimated $3.05K.
  • Global Financial Private Client first reported a position in Invesco Solar ETF in Q1 2020 and held it in 21 quarters.
  • Global Financial Private Client's Invesco Solar ETF position peaked at $659K in Q3 2021.
  • 178 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.