Great Diamond Partners’s Invesco Solar ETF TAN Stock Holding History

Great Diamond Partners’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	$2.94M	Buy	49,705 +10	+0%	+$607	0.51%	59
2026 Q1	$2.77M	Buy	+49,695	New	+$2.75M	0.53%	52
2023 Q2	–	Sell	-19,056	Closed	-$1.48M	–	230
2023 Q1	$1.48M	Buy	19,056 +2,171	+13%	+$166K	0.43%	61
2022 Q4	$1.23M	Sell	16,885 -418	-2%	-$31.5K	0.38%	64
2022 Q3	$1.27M	Buy	+17,303	New	+$1.4M	0.44%	60
2021 Q2	–	Sell	-8,532	Closed	-$782K	–	201
2021 Q1	$782K	Buy	8,532 +670	+9%	+$70.4K	0.24%	93
2020 Q4	$807K	Sell	7,862 -1,439	-15%	-$115K	0.26%	73
2020 Q3	$602K	Sell	9,301 -2,104	-18%	-$106K	0.22%	81
2020 Q2	$411K	Buy	11,405 +1,900	+20%	+$60.2K	0.17%	93
2020 Q1	$239K	Buy	+9,505	New	+$310K	0.12%	111

Other funds holding TAN

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 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

DSCM

Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Great Diamond Partners's TAN Position: Q2 2026 in Review

Great Diamond Partners increased its Invesco Solar ETF (TAN) stake by 0.02% in Q2 2026, buying an estimated $607 and bringing the position to 49,705 shares worth $2.94M. The position accounts for 0.51% of the portfolio, ranked #59.

Great Diamond Partners first reported a position in TAN in Q1 2020 and has held it in 10 quarters since. 88 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Great Diamond Partners held 49,705 shares of Invesco Solar ETF worth $2.94M as of Q2 2026.
Great Diamond Partners bought 10 Invesco Solar ETF shares in Q2 2026, an estimated $607.
Invesco Solar ETF made up 0.51% of Great Diamond Partners's portfolio in Q2 2026, its #59 holding.
Great Diamond Partners first reported a position in Invesco Solar ETF in Q1 2020 and has held it in 10 quarters since.
88 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.