Heritage Wealth Advisors’s Invesco Solar ETF TAN Stock Holding History

Heritage Wealth Advisors’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	$252K	Hold	4,263	–	–	0.01%	206
2026 Q1	$237K	Buy	+4,263	New	+$236K	0.01%	192

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

Heritage Wealth Advisors's TAN Position: Q2 2026 in Review

Heritage Wealth Advisors held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 4,263 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #206.

Heritage Wealth Advisors first reported a position in TAN in Q1 2026 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Heritage Wealth Advisors held 4,263 shares of Invesco Solar ETF worth $252K as of Q2 2026.
Heritage Wealth Advisors left its Invesco Solar ETF share count unchanged in Q2 2026.
Invesco Solar ETF made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #206 holding.
Heritage Wealth Advisors first reported a position in Invesco Solar ETF in Q1 2026 and has held it in 2 quarters since.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.