HM Payson & Co’s Invesco Solar ETF TAN Stock Holding History

HM Payson & Co’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	$47.5K	Hold	803	–	–	﹤0.01%	719
2026 Q1	$44.7K	Buy	803 +3	+0.4%	+$166	﹤0.01%	707
2025 Q4	$39.3K	Hold	800	–	–	﹤0.01%	737
2025 Q3	$34.9K	Hold	800	–	–	﹤0.01%	756
2025 Q2	$27.4K	Hold	800	–	–	﹤0.01%	747
2025 Q1	$24.4K	Hold	800	–	–	﹤0.01%	762
2024 Q4	$26.5K	Hold	800	–	–	﹤0.01%	736
2024 Q3	$34.5K	Hold	800	–	–	﹤0.01%	692
2024 Q2	$32.2K	Hold	800	–	–	﹤0.01%	674
2024 Q1	$36.3K	Hold	800	–	–	﹤0.01%	653
2023 Q4	$42.7K	Hold	800	–	–	﹤0.01%	625
2023 Q3	$41.4K	Hold	800	–	–	﹤0.01%	614
2023 Q2	$57.1K	Hold	800	–	–	﹤0.01%	556
2023 Q1	$62.1K	Hold	800	–	–	﹤0.01%	537
2022 Q4	$58.4K	Hold	800	–	–	﹤0.01%	533
2022 Q3	$59K	Hold	800	–	–	﹤0.01%	551
2022 Q2	$57K	Sell	800 -100	-11%	-$6.93K	﹤0.01%	564
2022 Q1	$68K	Hold	900	–	–	﹤0.01%	551
2021 Q4	$69K	Hold	900	–	–	﹤0.01%	562
2021 Q3	$72K	Buy	900 +100	+13%	+$8.42K	﹤0.01%	533
2021 Q2	$71K	Hold	800	–	–	﹤0.01%	533
2021 Q1	$73K	Hold	800	–	–	﹤0.01%	534
2020 Q4	$82K	Hold	800	–	–	﹤0.01%	505
2020 Q3	$52K	Hold	800	–	–	﹤0.01%	559
2020 Q2	$29K	Hold	800	–	–	﹤0.01%	608
2020 Q1	$20K	Hold	800	–	–	﹤0.01%	646
2019 Q4	$25K	Buy	+800	New	+$23.1K	﹤0.01%	693

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

HM Payson & Co's TAN Position: Q2 2026 in Review

HM Payson & Co held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 803 shares worth $47.5K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

HM Payson & Co first reported a position in TAN in Q4 2019 and has held it in 27 quarters since. The position peaked at $82K in Q4 2020. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

HM Payson & Co held 803 shares of Invesco Solar ETF worth $47.5K as of Q2 2026.
HM Payson & Co left its Invesco Solar ETF share count unchanged in Q2 2026.
Invesco Solar ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #719 holding.
HM Payson & Co first reported a position in Invesco Solar ETF in Q4 2019 and has held it in 27 quarters since.
HM Payson & Co's Invesco Solar ETF position peaked at $82K in Q4 2020.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.