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Hager Investment Management Services’s Invesco Solar ETF TAN Stock Holding History

Hager Investment Management Services’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 		$489K Buy
8,779
+2,324
+36% +$129K 0.27% 67
2025
Q4 		$317K Buy
6,455
+558
+9% +$26.9K 0.17% 78
2025
Q3 		$257K Sell
5,897
-6
-0.1% -$240 0.14% 85
2025
Q2 		$202K Sell
5,903
-4,846
-45% -$152K 0.12% 86
2025
Q1 		$327K Sell
10,749
-743
-6% -$24.8K 0.23% 71
2024
Q4 		$381K Buy
+11,492
New +$424K 0.24% 65

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B 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 $789M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B 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

Hager Investment Management Services's TAN Position: Q1 2026 in Review

Hager Investment Management Services increased its Invesco Solar ETF (TAN) stake by 36% in Q1 2026, buying an estimated $129K and bringing the position to 8,779 shares worth $489K. The position accounts for 0.27% of the portfolio, ranked #67.

Hager Investment Management Services first reported a position in TAN in Q4 2024 and has held it in 6 quarters since. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Hager Investment Management Services held 8,779 shares of Invesco Solar ETF worth $489K as of Q1 2026.
  • Hager Investment Management Services bought 2,324 Invesco Solar ETF shares in Q1 2026, an estimated $129K.
  • Invesco Solar ETF made up 0.27% of Hager Investment Management Services's portfolio in Q1 2026, its #67 holding.
  • Hager Investment Management Services first reported a position in Invesco Solar ETF in Q4 2024 and has held it in 6 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Hager Investment Management Services's 13F filing for Q1 2026, filed 12 May 2026.