Investmark Advisory Group’s Invesco Solar ETF TAN Stock Holding History

Investmark Advisory 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	$217K	Buy	3,670 +1	+0%	+$61	0.08%	139
2026 Q1	$204K	Buy	+3,669	New	+$203K	0.09%	133
2022 Q1	–	Sell	-1,943	Closed	-$149K	–	327
2021 Q4	$149K	Buy	+1,943	New	+$170K	0.14%	103

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

Investmark Advisory Group's TAN Position: Q2 2026 in Review

Investmark Advisory Group increased its Invesco Solar ETF (TAN) stake by 0.03% in Q2 2026, buying an estimated $61 and bringing the position to 3,670 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #139.

Investmark Advisory Group first reported a position in TAN in Q4 2021 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Investmark Advisory Group held 3,670 shares of Invesco Solar ETF worth $217K as of Q2 2026.
Investmark Advisory Group bought 1 Invesco Solar ETF share in Q2 2026, an estimated $61.
Invesco Solar ETF made up 0.08% of Investmark Advisory Group's portfolio in Q2 2026, its #139 holding.
Investmark Advisory Group first reported a position in Invesco Solar ETF in Q4 2021 and has held it in 3 quarters since.
244 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.