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Harel Insurance Investments & Financial Services’s Invesco Solar ETF TAN Stock Holding History

Harel Insurance Investments & Financial 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
Q2 		– Sell
-15
Closed -$1K – 570
2026
Q1 		$1K Buy
+15
New +$830 ﹤0.01% 502
2024
Q4 		– Sell
-1,220
Closed -$53K – 518
2024
Q3 		$53K Sell
1,220
-4,400
-78% -$180K ﹤0.01% 344
2024
Q2 		$236K Buy
5,620
+4,400
+361% +$192K ﹤0.01% 245
2024
Q1 		$55K Hold
1,220
– – ﹤0.01% 361
2023
Q4 		$66K Sell
1,220
-1
-0.1% -$47 ﹤0.01% 395
2023
Q3 		$63K Buy
1,221
+1
+0.1% +$62 ﹤0.01% 434
2023
Q2 		$84K Sell
1,220
-1,963
-62% -$142K ﹤0.01% 404
2023
Q1 		$241K Buy
3,183
+1,963
+161% +$150K ﹤0.01% 305
2022
Q4 		$89K Hold
1,220
– – ﹤0.01% 384
2022
Q3 		$89K Sell
1,220
-5,300
-81% -$428K ﹤0.01% 402
2022
Q2 		$465K Sell
6,520
-400
-6% -$27.7K 0.01% 255
2022
Q1 		$522K Sell
6,920
-500
-7% -$34.6K 0.01% 253
2021
Q4 		$576K Buy
7,420
+6,200
+508% +$543K 0.01% 249
2021
Q3 		$98K Sell
1,220
-27,000
-96% -$2.27M ﹤0.01% 461
2021
Q2 		$8.22M Buy
28,220
+27,000
+2,213% +$2.2M 0.18% 63
2021
Q1 		$374K Hold
1,220
– – 0.01% 534
2020
Q4 		$403K Buy
+1,220
New +$97.7K 0.01% 393

Other funds holding TAN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Harel Insurance Investments & Financial Services's TAN Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services sold out of Invesco Solar ETF (TAN) in Q2 2026, closing a stake of 15 shares — an estimated $1K sold.

Harel Insurance Investments & Financial Services first reported a position in TAN in Q4 2020 and held it in 17 quarters. The position peaked at $8.22M in Q2 2021. 137 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Harel Insurance Investments & Financial Services reported no remaining Invesco Solar ETF position as of Q2 2026 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 15 Invesco Solar ETF shares in Q2 2026, an estimated $1K.
  • Harel Insurance Investments & Financial Services first reported a position in Invesco Solar ETF in Q4 2020 and held it in 17 quarters.
  • Harel Insurance Investments & Financial Services's Invesco Solar ETF position peaked at $8.22M in Q2 2021.
  • 137 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.