GSWM
TAN icon

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
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
– – 0.18% 93
2020
Q1 		$386K Buy
+15,295
New +$499K 0.17% 90
2019
Q4 		– Sell
-15,295
Closed -$449K – 834
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return