IWM
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IHT Wealth Management’s Invesco Solar ETF TAN Stock Holding History

IHT Wealth Management’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
-17,798
Closed -$992K – 1346
2026
Q1 		$992K Sell
17,798
-1,153
-6% -$63.8K 0.02% 575
2025
Q4 		$931K Sell
18,951
-1,800
-9% -$86.7K 0.02% 562
2025
Q3 		$905K Buy
20,751
+1,109
+6% +$44.3K 0.02% 562
2025
Q2 		$673K Sell
19,642
-2,323
-11% -$73K 0.02% 614
2025
Q1 		$669K Sell
21,965
-5,353
-20% -$179K 0.02% 581
2024
Q4 		$905K Buy
+27,318
New +$1.01M 0.03% 488
2023
Q4 		– Sell
-5,171
Closed -$268K – 1029
2023
Q3 		$268K Buy
5,171
+183
+4% +$11.3K 0.01% 779
2023
Q2 		$356K Sell
4,988
-1,795
-26% -$129K 0.02% 659
2023
Q1 		$527K Buy
6,783
+1,015
+18% +$77.8K 0.03% 480
2022
Q4 		$421K Buy
5,768
+1,048
+22% +$79K 0.03% 540
2022
Q3 		$347K Buy
4,720
+1,430
+43% +$115K 0.03% 571
2022
Q2 		$235K Buy
3,290
+526
+19% +$36.4K 0.02% 610
2022
Q1 		$209K Sell
2,764
-9,333
-77% -$645K 0.02% 699
2021
Q4 		$931K Sell
12,097
-1,946
-14% -$171K 0.07% 278
2021
Q3 		$1.12M Sell
14,043
-326
-2% -$27.4K 0.09% 227
2021
Q2 		$1.28M Buy
14,369
+3,310
+30% +$269K 0.08% 266
2021
Q1 		$1.01M Sell
11,059
-2,251
-17% -$237K 0.07% 264
2020
Q4 		$1.37M Buy
13,310
+7
+0.1% +$560 0.11% 191
2020
Q3 		$862K Buy
13,303
+1
+0% +$50 0.09% 241
2020
Q2 		$480K Sell
13,302
-350
-3% -$11.1K 0.07% 303
2020
Q1 		$344K Buy
13,652
+4,256
+45% +$139K 0.05% 350
2019
Q4 		$289K Buy
9,396
+1,757
+23% +$50.8K 0.03% 455
2019
Q3 		$224K Buy
+7,639
New +$228K 0.03% 509

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HI
Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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

IHT Wealth Management's TAN Position: Q2 2026 in Review

IHT Wealth Management sold out of Invesco Solar ETF (TAN) in Q2 2026, closing a stake of 17,798 shares — an estimated $992K sold.

IHT Wealth Management first reported a position in TAN in Q3 2019 and held it in 23 quarters. The position peaked at $1.37M in Q4 2020. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • IHT Wealth Management reported no remaining Invesco Solar ETF position as of Q2 2026 after selling out during the quarter.
  • IHT Wealth Management sold 17,798 Invesco Solar ETF shares in Q2 2026, an estimated $992K.
  • IHT Wealth Management first reported a position in Invesco Solar ETF in Q3 2019 and held it in 23 quarters.
  • IHT Wealth Management's Invesco Solar ETF position peaked at $1.37M in Q4 2020.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

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