J.W. Cole Advisors’s Invesco Solar ETF TAN Stock Holding History

J.W. Cole Advisors’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	$233K	Buy	3,937 +164	+4%	+$9.96K	﹤0.01%	1423
2026 Q1	$210K	Buy	+3,773	New	+$209K	0.01%	736
2024 Q1	–	Sell	-6,607	Closed	-$352K	–	920
2023 Q4	$352K	Buy	+6,607	New	+$309K	0.02%	589
2023 Q2	–	Sell	-3,998	Closed	-$310K	–	814
2023 Q1	$310K	Sell	3,998 -429	-10%	-$32.9K	0.02%	590
2022 Q4	$323K	Buy	+4,427	New	+$334K	0.02%	537
2022 Q2	–	Sell	-2,793	Closed	-$211K	–	808
2022 Q1	$211K	Sell	2,793 -2,738	-50%	-$189K	0.01%	731
2021 Q4	$426K	Buy	+5,531	New	+$485K	0.03%	524
2021 Q3	–	Sell	-6,469	Closed	-$578K	–	742
2021 Q2	$578K	Buy	6,469 +1,533	+31%	+$125K	0.05%	392
2021 Q1	$453K	Sell	4,936 -3,731	-43%	-$392K	0.04%	409
2020 Q4	$891K	Buy	8,667 +4,931	+132%	+$395K	0.09%	241
2020 Q3	$242K	Buy	+3,736	New	+$188K	0.02%	613

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

J.W. Cole Advisors's TAN Position: Q2 2026 in Review

J.W. Cole Advisors increased its Invesco Solar ETF (TAN) stake by 4.3% in Q2 2026, buying an estimated $9.96K and bringing the position to 3,937 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

J.W. Cole Advisors first reported a position in TAN in Q3 2020 and has held it in 11 quarters since. The position peaked at $891K in Q4 2020. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

J.W. Cole Advisors held 3,937 shares of Invesco Solar ETF worth $233K as of Q2 2026.
J.W. Cole Advisors bought 164 Invesco Solar ETF shares in Q2 2026, an estimated $9.96K.
Invesco Solar ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1423 holding.
J.W. Cole Advisors first reported a position in Invesco Solar ETF in Q3 2020 and has held it in 11 quarters since.
J.W. Cole Advisors's Invesco Solar ETF position peaked at $891K in Q4 2020.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.