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Integrated Wealth Concepts’s Invesco Solar ETF TAN Stock Holding History

Integrated Wealth Concepts’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
Q1 		$376K Buy
6,751
+662
+11% +$36.6K ﹤0.01% 1721
2025
Q4 		$299K Sell
6,089
-1,990
-25% -$95.8K ﹤0.01% 1322
2025
Q3 		$353K Buy
8,079
+303
+4% +$12.1K ﹤0.01% 1545
2025
Q2 		$266K Sell
7,776
-50
-0.6% -$1.57K ﹤0.01% 1617
2025
Q1 		$238K Sell
7,826
-110
-1% -$3.68K ﹤0.01% 1532
2024
Q4 		$263K Sell
7,936
-573
-7% -$21.1K ﹤0.01% 1443
2024
Q3 		$367K Sell
8,509
-369
-4% -$15.1K ﹤0.01% 1224
2024
Q2 		$357K Buy
8,878
+55
+0.6% +$2.4K ﹤0.01% 1221
2024
Q1 		$400K Sell
8,823
-1,447
-14% -$64.5K 0.01% 1155
2023
Q4 		$548K Sell
10,270
-375
-4% -$17.6K 0.01% 959
2023
Q3 		$551K Sell
10,645
-275
-3% -$16.9K 0.01% 946
2023
Q2 		$780K Buy
10,920
+134
+1% +$9.67K 0.01% 784
2023
Q1 		$837K Sell
10,786
-1,546
-13% -$118K 0.02% 684
2022
Q4 		$900K Sell
12,332
-31
-0.3% -$2.34K 0.02% 496
2022
Q3 		$910K Buy
12,363
+23
+0.2% +$1.86K 0.03% 446
2022
Q2 		$881K Buy
12,340
+157
+1% +$10.9K 0.03% 453
2022
Q1 		$919K Buy
12,183
+148
+1% +$10.2K 0.03% 412
2021
Q4 		$926K Sell
12,035
-219
-2% -$19.2K 0.03% 450
2021
Q3 		$980K Buy
12,254
+1,338
+12% +$113K 0.03% 388
2021
Q2 		$975K Buy
10,916
+1,047
+11% +$85.2K 0.03% 362
2021
Q1 		$906K Buy
9,869
+5,255
+114% +$552K 0.04% 315
2020
Q4 		$474K Buy
+4,614
New +$369K 0.02% 428

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

Integrated Wealth Concepts's TAN Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Invesco Solar ETF (TAN) stake by 11% in Q1 2026, buying an estimated $36.6K and bringing the position to 6,751 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Integrated Wealth Concepts first reported a position in TAN in Q4 2020 and has held it in 22 quarters since. The position peaked at $980K in Q3 2021. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Integrated Wealth Concepts held 6,751 shares of Invesco Solar ETF worth $376K as of Q1 2026.
  • Integrated Wealth Concepts bought 662 Invesco Solar ETF shares in Q1 2026, an estimated $36.6K.
  • Invesco Solar ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1721 holding.
  • Integrated Wealth Concepts first reported a position in Invesco Solar ETF in Q4 2020 and has held it in 22 quarters since.
  • Integrated Wealth Concepts's Invesco Solar ETF position peaked at $980K in Q3 2021.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.