GWSA
TAN icon

Global Wealth Strategies & Associates’s Invesco Solar ETF TAN Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-2
Closed -$111 – 423
2026
Q1 		$111 Hold
2
– – ﹤0.01% 517
2025
Q4 		$98 Hold
2
– – ﹤0.01% 524
2025
Q3 		$87 Hold
2
– – ﹤0.01% 476
2025
Q2 		$69 Hold
2
– – ﹤0.01% 369
2025
Q1 		$61 Hold
2
– – ﹤0.01% 463
2024
Q4 		$66 Hold
2
– – ﹤0.01% 390
2024
Q3 		$86 Hold
2
– – ﹤0.01% 358
2024
Q2 		$80 Hold
2
– – ﹤0.01% 331
2024
Q1 		$91 Hold
2
– – ﹤0.01% 346
2023
Q4 		$107 Hold
2
– – ﹤0.01% 308
2023
Q3 		$104 Hold
2
– – ﹤0.01% 317
2023
Q2 		$143 Hold
2
– – ﹤0.01% 298
2023
Q1 		$155 Hold
2
– – ﹤0.01% 324
2022
Q4 		$146 Buy
+2
New +$151 ﹤0.01% 320

Other funds holding TAN

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
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DC
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Global Wealth Strategies & Associates's TAN Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Invesco Solar ETF (TAN) in Q2 2026, closing a stake of 2 shares — an estimated $111 sold.

Global Wealth Strategies & Associates first reported a position in TAN in Q4 2022 and held it in 14 quarters. The position peaked at $155 in Q1 2023. 95 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Invesco Solar ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 2 Invesco Solar ETF shares in Q2 2026, an estimated $111.
  • Global Wealth Strategies & Associates first reported a position in Invesco Solar ETF in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's Invesco Solar ETF position peaked at $155 in Q1 2023.
  • 95 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.