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Innovative Asset Advisors Group’s Invesco Solar ETF TAN Stock Holding History

Innovative Asset Advisors Group’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
-200
Closed -$11.1K – 935
2026
Q1 		$11.1K Buy
+200
New +$11.1K 0.01% 617

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

Innovative Asset Advisors Group's TAN Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Invesco Solar ETF (TAN) in Q2 2026, closing a stake of 200 shares — an estimated $11.1K sold.

Innovative Asset Advisors Group first reported a position in TAN in Q1 2026 and held it in 1 quarter. The position peaked at $11.1K in Q1 2026. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Invesco Solar ETF position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 200 Invesco Solar ETF shares in Q2 2026, an estimated $11.1K.
  • Innovative Asset Advisors Group first reported a position in Invesco Solar ETF in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Invesco Solar ETF position peaked at $11.1K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.