Golden State Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Golden State 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 Q2	$852K	Sell	14,410 -95	-0.7%	-$5.77K	0.08%	204
2026 Q1	$808K	Hold	14,505	–	–	0.09%	184
2025 Q4	$712K	Hold	14,505	–	–	0.08%	207
2025 Q3	$633K	Buy	14,505 +15	+0.1%	+$599	0.07%	210
2025 Q2	$496K	Hold	14,490	–	–	0.06%	239
2025 Q1	$441K	Hold	14,490	–	–	0.07%	224
2024 Q4	$480K	Buy	+14,490	New	+$535K	0.07%	200
2022 Q1	$1.15M	Hold	15,295	–	–	0.23%	89
2021 Q4	$1.18M	Hold	15,295	–	–	0.2%	105
2021 Q3	$1.22M	Hold	15,295	–	–	0.27%	72
2021 Q2	$1.37M	Hold	15,295	–	–	0.3%	67
2021 Q1	$1.4M	Hold	15,295	–	–	0.46%	40
2020 Q4	$1.57M	Hold	15,295	–	–	0.46%	44
2020 Q3	$991K	Hold	15,295	–	–	0.33%	49
2020 Q2	$552K	Hold	15,295	–	–	0.14%	116
2020 Q1	$386K	Buy	+15,295	New	+$499K	0.17%	90
2019 Q4	–	Sell	-15,295	Closed	-$449K	–	833
2019 Q3	$449K	Hold	15,295	–	–	0.15%	116
2019 Q2	$432K	Hold	15,295	–	–	0.14%	131
2019 Q1	$354K	Buy	+15,295	New	+$348K	0.12%	149

Other funds holding TAN

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Golden State Wealth Management's TAN Position: Q2 2026 in Review

Golden State Wealth Management reduced its Invesco Solar ETF (TAN) stake by 0.65% in Q2 2026, selling an estimated $5.77K and leaving 14,410 shares worth $852K. The position accounts for 0.08% of the portfolio, ranked #204.

Golden State Wealth Management first reported a position in TAN in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.57M in Q4 2020. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Golden State Wealth Management held 14,410 shares of Invesco Solar ETF worth $852K as of Q2 2026.
Golden State Wealth Management sold 95 Invesco Solar ETF shares in Q2 2026, an estimated $5.77K.
Invesco Solar ETF made up 0.08% of Golden State Wealth Management's portfolio in Q2 2026, its #204 holding.
Golden State Wealth Management first reported a position in Invesco Solar ETF in Q1 2019 and has held it in 19 quarters since.
Golden State Wealth Management's Invesco Solar ETF position peaked at $1.57M in Q4 2020.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.