Institute for Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Institute for 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	$12.4K	Buy	+210	New	+$12.8K	﹤0.01%	1270

Other funds holding TAN

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 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Institute for Wealth Management's TAN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco Solar ETF (TAN) in Q2 2026: 210 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #1270 among its holdings.

137 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Institute for Wealth Management held 210 shares of Invesco Solar ETF worth $12.4K as of Q2 2026.
Invesco Solar ETF was a new Institute for Wealth Management position in Q2 2026.
Invesco Solar ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1270 holding.
137 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.